+62.8%
PNR price history and return analytics
+229.8%
-166.9%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.9% | -1.2% | -1.3% |
| 7D | -6.0% | -1.1% | -4.9% | -4.8% |
| 30D | -14.0% | -1.0% | -13.0% | -13.0% |
| 3M | -21.7% | +3.2% | -24.8% | -24.7% |
| 6M | -37.3% | +12.5% | -49.8% | -45.6% |
| YTD | -45.1% | +14.1% | -59.2% | -53.2% |
| 1Y | -49.1% | +18.9% | -68.0% | -58.7% |
| 3Y | -14.8% | +74.1% | -88.9% | -55.6% |
| 5Y | -21.0% | +66.9% | -87.9% | -56.4% |
| All | +62.8% | +229.8% | -166.9% | -59.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling