-97.1%
PN price history and return analytics
+35.1%
-132.1%
-97.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.6% | +1.0% | +0.8% |
| 7D | -1.3% | +2.9% | -4.1% | -3.1% |
| 30D | -0.8% | -2.5% | +1.7% | +0.9% |
| 3M | -19.2% | -3.3% | -15.9% | -17.4% |
| 6M | -46.1% | +1.5% | -47.6% | -48.1% |
| YTD | -83.8% | +11.4% | -95.2% | -84.9% |
| 1Y | -82.4% | +11.9% | -94.3% | -83.7% |
| All | -97.1% | +35.1% | -132.1% | -97.7% |
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 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