+354.5%
PEN vs VOO
+324.3%
+30.3%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.6% | +0.5% |
| 7D | -1.0% | -0.4% | -0.6% | -0.7% |
| 30D | -2.0% | -1.4% | -0.6% | -0.7% |
| 3M | -0.5% | +3.7% | -4.2% | -4.3% |
| 6M | -5.9% | +13.0% | -18.9% | -17.2% |
| YTD | +2.8% | +12.4% | -9.7% | -9.3% |
| 1Y | +11.3% | +18.6% | -7.3% | -7.4% |
| 3Y | +9.1% | +78.1% | -69.0% | -41.3% |
| 5Y | +17.7% | +82.3% | -64.6% | -37.1% |
| All | +354.5% | +324.3% | +30.3% | -24.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling