+252.7%
PTNQ vs VT
+215.7%
+37.0%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +2.6% | +0.8% | +1.3% |
| 7D | -0.3% | +0.4% | -0.7% | -0.5% |
| 30D | -9.7% | -2.6% | -7.1% | -7.7% |
| 3M | -6.2% | -3.2% | -2.9% | -3.6% |
| 6M | -4.5% | +0.9% | -5.4% | -4.7% |
| YTD | +4.0% | +11.3% | -7.3% | -3.4% |
| 1Y | +4.9% | +14.0% | -9.1% | -4.3% |
| 3Y | +36.0% | +75.8% | -39.9% | -11.1% |
| 5Y | +45.9% | +57.8% | -11.9% | +2.9% |
| 10Y | +284.5% | +219.8% | +64.7% | +59.0% |
| All | +252.7% | +215.7% | +37.0% | +53.7% |
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