+271.4%
PTNQ price history and return analytics
+223.5%
+48.0%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.9% | 0.0% | +0.2% |
| 7D | -0.5% | -1.1% | +0.6% | +0.3% |
| 30D | -1.2% | -1.0% | -0.2% | -0.4% |
| 3M | -0.3% | +3.2% | -3.4% | -2.4% |
| 6M | +10.8% | +12.5% | -1.6% | +1.7% |
| YTD | +9.6% | +14.1% | -4.5% | -0.4% |
| 1Y | +15.2% | +18.9% | -3.7% | +1.7% |
| 3Y | +42.6% | +74.1% | -31.5% | -6.3% |
| 5Y | +58.0% | +66.9% | -8.9% | +6.3% |
| 10Y | +313.7% | +228.3% | +85.4% | +67.4% |
| All | +271.4% | +223.5% | +48.0% | +58.5% |
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