+161.1%
VEA vs PNR
+66.2%
+94.9%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.3% | +1.3% | +1.2% |
| 7D | -1.5% | -6.0% | +4.6% | +0.7% |
| 30D | -0.8% | -14.0% | +13.1% | +4.5% |
| 3M | +2.5% | -21.7% | +24.2% | +10.6% |
| 6M | +11.1% | -37.3% | +48.4% | +29.7% |
| YTD | +17.2% | -45.1% | +62.3% | +43.0% |
| 1Y | +24.5% | -49.1% | +73.6% | +56.2% |
| 3Y | +75.4% | -14.8% | +90.3% | +76.3% |
| 5Y | +61.1% | -21.0% | +82.1% | +62.3% |
| All | +161.1% | +66.2% | +94.9% | +87.6% |
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