+77.8%
PNOV vs VT
+131.1%
-53.3%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.6% | -1.3% | 0.0% |
| 7D | +0.2% | +0.4% | -0.2% | 0.0% |
| 30D | -1.3% | -2.6% | +1.3% | 0.0% |
| 3M | +0.7% | -3.2% | +3.9% | +2.3% |
| 6M | +4.2% | +0.9% | +3.2% | +3.5% |
| YTD | +9.1% | +11.3% | -2.2% | +3.1% |
| 1Y | +10.8% | +14.0% | -3.2% | +3.4% |
| 3Y | +38.4% | +75.8% | -37.5% | +2.8% |
| 5Y | +48.3% | +57.8% | -9.5% | +15.1% |
| All | +77.8% | +131.1% | -53.3% | +8.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling