+395.3%
PNNT vs VT
+374.2%
+21.1%
-71.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | +1.1% | +0.4% | +0.6% | +0.6% |
| 30D | +9.8% | +1.0% | +8.8% | +8.7% |
| 3M | -0.8% | +2.4% | -3.2% | -3.5% |
| 6M | -17.1% | +12.0% | -29.1% | -26.5% |
| YTD | -27.2% | +15.3% | -42.5% | -37.3% |
| 1Y | -37.0% | +22.6% | -59.6% | -49.2% |
| 3Y | -9.8% | +74.7% | -84.5% | -50.2% |
| 5Y | +12.8% | +66.1% | -53.3% | -35.8% |
| 10Y | +61.9% | +225.0% | -163.1% | -53.5% |
| All | +395.3% | +374.2% | +21.1% | +10.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling