-20.8%
PNR price history and return analytics
+63.7%
-84.5%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.9% | -0.5% | -0.4% |
| 7D | -5.5% | -2.0% | -3.5% | -3.2% |
| 30D | -15.6% | -1.4% | -14.1% | -14.1% |
| 3M | -20.2% | +4.7% | -24.9% | -24.7% |
| 6M | -36.6% | +11.4% | -48.0% | -44.6% |
| YTD | -45.0% | +13.1% | -58.0% | -52.8% |
| 1Y | -47.4% | +19.0% | -66.5% | -57.7% |
| 3Y | -13.7% | +73.9% | -87.7% | -56.0% |
| 5Y | -20.8% | +65.4% | -86.2% | -57.3% |
| All | -20.8% | +63.7% | -84.5% | -57.3% |
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