+11.0%
PNR vs VLTO
+56.4%
-45.4%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.6% | -0.4% | -0.1% |
| 7D | +0.3% | +1.0% | -0.7% | -0.3% |
| 30D | +31.7% | +17.5% | +14.2% | +19.9% |
| 3M | +2.6% | +21.4% | -18.8% | -8.4% |
| 6M | -6.4% | +38.1% | -44.5% | -22.4% |
| YTD | -33.4% | +19.0% | -52.5% | -40.1% |
| 1Y | -35.1% | +20.7% | -55.7% | -42.1% |
| 3Y | +17.1% | +64.3% | -47.2% | -7.2% |
| All | +11.0% | +56.4% | -45.4% | -10.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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