+250.1%
PFN vs VOO
+812.0%
-561.9%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.4% | +0.1% |
| 7D | +0.1% | +0.5% | -0.4% | -0.1% |
| 30D | -2.2% | -0.9% | -1.3% | -1.8% |
| 3M | +4.7% | +3.9% | +0.8% | +2.7% |
| 6M | +3.8% | +14.5% | -10.8% | -2.8% |
| YTD | -0.3% | +13.0% | -13.2% | -6.0% |
| 1Y | +1.5% | +19.4% | -18.0% | -7.0% |
| 3Y | +43.6% | +78.9% | -35.3% | +7.3% |
| 5Y | +17.6% | +82.3% | -64.6% | -13.9% |
| 10Y | +103.6% | +314.2% | -210.6% | +2.7% |
| All | +250.1% | +812.0% | -561.9% | +34.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling