+1,083.1%
VST vs PNR
+97.3%
+985.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +3.1% | +4.3% | +6.0% |
| 7D | -0.5% | -0.5% | 0.0% | -0.6% |
| 30D | -17.1% | +34.4% | -51.5% | -27.9% |
| 3M | -4.6% | +2.4% | -7.0% | -6.6% |
| 6M | -9.1% | -7.8% | -1.3% | -8.0% |
| YTD | -16.6% | -31.6% | +15.0% | -3.4% |
| 1Y | -29.5% | -33.6% | +4.2% | -17.3% |
| 3Y | +297.5% | +19.9% | +277.6% | +263.4% |
| 5Y | +654.5% | +0.8% | +653.7% | +620.3% |
| 10Y | +1,205.2% | +113.4% | +1,091.8% | +744.3% |
| All | +1,083.1% | +97.3% | +985.9% | +677.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling