-88.5%
PN price history and return analytics
+23.3%
-111.8%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | -13.2% | +0.4% | -13.6% | -13.4% |
| 30D | -65.6% | +1.0% | -66.6% | -66.1% |
| 3M | -22.0% | +2.4% | -24.4% | -28.0% |
| 6M | -77.6% | +12.0% | -89.6% | -78.6% |
| YTD | -83.7% | +15.3% | -99.0% | -84.5% |
| 1Y | -88.5% | +22.6% | -111.1% | -90.0% |
| All | -88.5% | +23.3% | -111.8% | -90.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling