-82.4%
PN vs VOO
+11.8%
-94.2%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.8% | +0.4% |
| 7D | -1.3% | +3.3% | -4.5% | -1.3% |
| 30D | -0.8% | -2.7% | +1.8% | -1.0% |
| 3M | -19.2% | -1.7% | -17.5% | -19.1% |
| 6M | -46.1% | +3.1% | -49.2% | -47.4% |
| YTD | -83.8% | +11.9% | -95.8% | -81.3% |
| 1Y | -82.4% | +12.1% | -94.5% | -79.5% |
| All | -82.4% | +11.8% | -94.2% | -79.5% |
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