+37.2%
PEN vs VOO
+14.7%
+22.5%
-12.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.6% | -0.9% | +0.6% |
| 7D | +1.3% | -0.7% | +2.0% | +1.4% |
| 30D | +1.7% | -1.1% | +2.7% | +1.8% |
| 3M | -0.5% | -0.3% | -0.2% | -0.5% |
| 6M | -0.7% | +7.4% | -8.0% | -1.4% |
| YTD | +3.7% | +13.4% | -9.6% | +2.7% |
| 1Y | +37.2% | +14.8% | +22.4% | +36.6% |
| All | +37.2% | +14.7% | +22.5% | +36.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 1y: compounded portfolio wealth divided by compounded VOO 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…
1y analysis · Full analysis span regression · 6 months rolling