-44.6%
PNR vs VTEB
+3.1%
-47.8%
-46.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.3% | +0.2% |
| 7D | -2.4% | -0.8% | -1.6% | +0.2% |
| 30D | -12.8% | -1.3% | -11.4% | -8.6% |
| 3M | -17.0% | -2.1% | -14.8% | -10.6% |
| 6M | -37.4% | -1.7% | -35.7% | -33.9% |
| YTD | -41.6% | -0.6% | -41.0% | -38.7% |
| 1Y | -44.6% | +3.1% | -47.7% | -44.9% |
| All | -44.6% | +3.1% | -47.8% | -44.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 1y: compounded portfolio wealth divided by compounded VTEB 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…
1y analysis · Full analysis span regression · 6 months rolling