-26.9%
PNI price history and return analytics
+65.7%
-92.6%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | -0.2% |
| 7D | -1.3% | -0.1% | -1.2% | -1.3% |
| 30D | -3.9% | -0.7% | -3.2% | -3.8% |
| 3M | -4.0% | +4.0% | -8.0% | -4.8% |
| 6M | -2.0% | +12.3% | -14.3% | -4.2% |
| YTD | 0.0% | +14.0% | -14.0% | -2.6% |
| 1Y | +3.3% | +20.3% | -17.0% | -0.4% |
| 3Y | +9.5% | +75.4% | -65.9% | -2.4% |
| 5Y | -26.9% | +66.0% | -92.9% | -33.0% |
| All | -26.9% | +65.7% | -92.6% | -33.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling