+31.4%
VCIT vs PNR
+98.8%
-67.3%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.7% | +1.0% | -0.6% |
| 7D | -1.4% | -2.3% | +0.9% | -1.3% |
| 30D | +0.8% | +29.3% | -28.5% | -0.7% |
| 3M | -1.7% | +4.1% | -5.9% | -2.0% |
| 6M | -2.1% | -8.6% | +6.5% | -1.8% |
| YTD | -2.0% | -33.6% | +31.6% | -0.1% |
| 1Y | -1.5% | -36.4% | +34.9% | +0.7% |
| 3Y | +19.0% | +15.1% | +3.9% | +17.1% |
| 5Y | +3.8% | -3.8% | +7.5% | +1.7% |
| All | +31.4% | +98.8% | -67.3% | +24.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PNR.
Daily Out/Under-Performance
Portfolio return minus PNR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNR 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 PNR 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