+165.1%
PNTG vs VT
+131.9%
+33.2%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.2% | -4.1% | -5.1% | -3.7% |
| 7D | -5.8% | -4.2% | -1.7% | +0.1% |
| 30D | +0.1% | -5.8% | +5.9% | +8.7% |
| 3M | +3.1% | -5.2% | +8.3% | +10.5% |
| 6M | +27.1% | +0.1% | +27.0% | +24.9% |
| YTD | +42.1% | +8.2% | +33.9% | +24.2% |
| 1Y | +58.9% | +10.1% | +48.8% | +35.2% |
| 3Y | +242.5% | +69.7% | +172.8% | +50.0% |
| 5Y | +68.1% | +53.4% | +14.7% | -11.6% |
| All | +165.1% | +131.9% | +33.2% | -3.0% |
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