+268.4%
PNRG vs VT
+224.5%
+43.9%
-81.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +0.9% | +0.9% |
| 7D | +3.6% | +0.4% | +3.2% | +3.2% |
| 30D | +16.4% | +1.0% | +15.4% | +15.4% |
| 3M | +17.8% | +2.4% | +15.4% | +14.6% |
| 6M | +6.6% | +12.0% | -5.4% | -5.6% |
| YTD | +27.1% | +15.3% | +11.8% | +9.5% |
| 1Y | +41.3% | +22.6% | +18.7% | +15.2% |
| 3Y | +121.9% | +74.7% | +47.3% | +34.8% |
| 5Y | +322.1% | +66.1% | +256.0% | +163.1% |
| All | +268.4% | +224.5% | +43.9% | +43.0% |
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