+18.0%
PANL price history and return analytics
+265.9%
-247.8%
-83.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.5% | -2.3% | -2.4% |
| 7D | +3.0% | +1.0% | +2.0% | +2.2% |
| 30D | +13.4% | -0.2% | +13.6% | +13.6% |
| 3M | +16.4% | +4.5% | +11.8% | +12.2% |
| 6M | +1.3% | +14.1% | -12.7% | -8.8% |
| YTD | +23.8% | +14.8% | +9.0% | +11.3% |
| 1Y | +59.7% | +21.2% | +38.5% | +38.0% |
| 3Y | +78.9% | +76.6% | +2.3% | +18.6% |
| 5Y | +103.4% | +66.6% | +36.8% | +39.9% |
| 10Y | +383.2% | +222.3% | +160.9% | +130.4% |
| All | +18.0% | +265.9% | -247.8% | -44.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling