+250.6%
PTNQ vs VT
+214.2%
+36.4%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.1% | -0.2% |
| 7D | -1.6% | -0.1% | -1.5% | -1.4% |
| 30D | -10.2% | -3.1% | -7.2% | -7.9% |
| 3M | -6.4% | -3.5% | -2.9% | -3.5% |
| 6M | -5.1% | +0.5% | -5.5% | -4.9% |
| YTD | +3.4% | +10.8% | -7.4% | -3.7% |
| 1Y | +1.9% | +11.9% | -10.0% | -5.7% |
| 3Y | +33.9% | +73.0% | -39.1% | -11.4% |
| 5Y | +46.1% | +58.6% | -12.5% | +2.6% |
| 10Y | +288.2% | +219.2% | +69.0% | +60.9% |
| All | +250.6% | +214.2% | +36.4% | +53.3% |
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 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