+49.4%
PNTG vs VT
+53.4%
-4.0%
-65.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.1% | +0.2% | -9.3% | -9.4% |
| 7D | -12.7% | -2.3% | -10.4% | -10.2% |
| 30D | -8.2% | -5.0% | -3.3% | -2.9% |
| 3M | -6.9% | -4.9% | -2.0% | -1.9% |
| 6M | +11.8% | -1.5% | +13.3% | +12.3% |
| YTD | +29.2% | +8.5% | +20.7% | +15.2% |
| 1Y | +53.1% | +11.4% | +41.7% | +32.0% |
| 3Y | +210.2% | +70.1% | +140.2% | +51.3% |
| All | +49.4% | +53.4% | -4.0% | -6.5% |
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