-80.8%
PN price history and return analytics
+15.2%
-96.0%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +1.7% | +2.6% | +3.1% |
| 7D | +3.0% | -0.3% | +3.3% | +3.2% |
| 30D | +0.4% | -1.4% | +1.8% | +1.4% |
| 3M | -65.6% | -1.4% | -64.2% | -65.4% |
| 6M | -55.2% | +5.5% | -60.6% | -57.7% |
| YTD | -83.3% | +12.8% | -96.1% | -82.6% |
| 1Y | -80.8% | +15.4% | -96.2% | -79.6% |
| All | -80.8% | +15.2% | -96.0% | -79.6% |
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 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