+64.4%
PNR vs VT
+221.4%
-157.0%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.5% | -2.1% | -2.1% |
| 7D | -3.0% | +1.0% | -4.0% | -4.2% |
| 30D | -14.9% | -0.2% | -14.7% | -14.7% |
| 3M | -19.0% | +4.5% | -23.6% | -23.3% |
| 6M | -35.9% | +14.1% | -50.0% | -45.4% |
| YTD | -43.1% | +14.8% | -57.9% | -51.9% |
| 1Y | -46.4% | +21.2% | -67.6% | -57.5% |
| 3Y | -10.8% | +76.6% | -87.4% | -54.3% |
| 5Y | -18.9% | +66.6% | -85.4% | -55.1% |
| 10Y | +64.4% | +222.3% | -157.9% | -58.6% |
| All | +64.4% | +221.4% | -157.0% | -58.6% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling