+141.0%
PNTG vs VT
+132.4%
+8.5%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.1% | +0.2% | -9.3% | -9.4% |
| 7D | -12.7% | -2.3% | -10.4% | -9.6% |
| 30D | -8.2% | -5.0% | -3.3% | -1.6% |
| 3M | -6.9% | -4.9% | -2.0% | -0.7% |
| 6M | +11.8% | -1.5% | +13.3% | +12.4% |
| YTD | +29.2% | +8.5% | +20.7% | +12.5% |
| 1Y | +53.1% | +11.4% | +41.7% | +28.1% |
| 3Y | +210.2% | +70.1% | +140.2% | +35.4% |
| 5Y | +52.8% | +53.7% | -1.0% | -19.9% |
| All | +141.0% | +132.4% | +8.5% | -12.1% |
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