+161.1%
PNRG vs VT
+53.4%
+107.7%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.2% | +2.4% | +2.5% |
| 7D | -18.7% | -2.3% | -16.4% | -17.5% |
| 30D | -11.4% | -5.0% | -6.5% | -8.5% |
| 3M | +1.6% | -4.9% | +6.5% | +4.7% |
| 6M | -19.6% | -1.5% | -18.0% | -19.5% |
| YTD | +8.6% | +8.5% | +0.1% | +0.4% |
| 1Y | +39.2% | +11.4% | +27.9% | +26.1% |
| 3Y | +79.3% | +70.1% | +9.2% | +28.9% |
| All | +161.1% | +53.4% | +107.7% | +98.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling