+213.7%
VT vs PNR
+113.6%
+100.1%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.4% | +2.6% | +1.1% |
| 7D | -2.3% | +2.8% | -5.1% | -3.4% |
| 30D | -5.0% | +31.2% | -36.1% | -14.8% |
| 3M | -4.9% | -2.1% | -2.8% | -4.7% |
| 6M | -1.5% | -14.0% | +12.4% | +2.7% |
| YTD | +8.5% | -33.6% | +42.1% | +24.7% |
| 1Y | +11.4% | -35.2% | +46.6% | +29.2% |
| 3Y | +70.1% | +15.8% | +54.3% | +50.9% |
| 5Y | +53.7% | -1.8% | +55.6% | +42.4% |
| All | +213.7% | +113.6% | +100.1% | +103.1% |
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