+397.5%
PANL price history and return analytics
+229.8%
+167.7%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.9% | +0.2% | +0.3% |
| 7D | -1.6% | -1.1% | -0.5% | -0.7% |
| 30D | +17.0% | -1.0% | +17.9% | +17.9% |
| 3M | +15.8% | +3.2% | +12.7% | +12.7% |
| 6M | +18.8% | +12.5% | +6.3% | +7.3% |
| YTD | +25.3% | +14.1% | +11.2% | +12.2% |
| 1Y | +55.3% | +18.9% | +36.4% | +34.6% |
| 3Y | +76.4% | +74.1% | +2.3% | +14.3% |
| 5Y | +102.4% | +66.9% | +35.5% | +35.1% |
| All | +397.5% | +229.8% | +167.7% | +103.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling