+364.2%
PNNT vs VT
+346.0%
+18.2%
-71.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.2% | +2.2% | +2.2% |
| 7D | +10.6% | -2.3% | +12.9% | +13.1% |
| 30D | +7.8% | -5.0% | +12.7% | +13.2% |
| 3M | -1.1% | -4.9% | +3.8% | +3.7% |
| 6M | -21.1% | -1.5% | -19.6% | -20.4% |
| YTD | -31.8% | +8.5% | -40.2% | -37.7% |
| 1Y | -35.6% | +11.4% | -46.9% | -42.8% |
| 3Y | -16.2% | +70.1% | -86.3% | -52.6% |
| 5Y | -3.8% | +53.7% | -57.5% | -40.8% |
| 10Y | +64.4% | +220.0% | -155.6% | -52.2% |
| All | +364.2% | +346.0% | +18.2% | +10.2% |
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