+138.0%
PNTG vs VT
+138.6%
-0.6%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.6% | -1.8% | -1.6% |
| 7D | -10.2% | +2.9% | -13.1% | -13.7% |
| 30D | -10.6% | -2.5% | -8.1% | -7.4% |
| 3M | -6.4% | -3.3% | -3.1% | -2.4% |
| 6M | +1.4% | +1.5% | -0.1% | -2.2% |
| YTD | +27.6% | +11.4% | +16.2% | +7.1% |
| 1Y | +42.2% | +11.9% | +30.3% | +18.4% |
| 3Y | +189.8% | +73.9% | +116.0% | +22.8% |
| 5Y | +35.8% | +57.9% | -22.1% | -31.4% |
| All | +138.0% | +138.6% | -0.6% | -16.3% |
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