+235.6%
PNRG vs VT
+345.0%
-109.3%
-81.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -4.1% | -0.8% | -1.6% |
| 7D | -20.5% | -4.2% | -16.3% | -17.8% |
| 30D | -14.0% | -5.8% | -8.2% | -9.9% |
| 3M | -3.1% | -5.2% | +2.1% | +0.9% |
| 6M | -22.6% | +0.1% | -22.8% | -23.6% |
| YTD | +5.8% | +8.2% | -2.5% | -2.9% |
| 1Y | +35.6% | +10.1% | +25.4% | +22.8% |
| 3Y | +67.5% | +69.7% | -2.2% | +9.3% |
| 5Y | +158.7% | +53.4% | +105.3% | +78.7% |
| 10Y | +246.5% | +219.2% | +27.3% | +34.5% |
| All | +235.6% | +345.0% | -109.3% | -19.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling