-97.1%
PN vs VOO
+33.3%
-130.4%
-97.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.8% | +0.6% |
| 7D | -1.3% | +3.3% | -4.5% | -2.6% |
| 30D | -0.8% | -2.7% | +1.8% | +0.3% |
| 3M | -19.2% | -1.7% | -17.5% | -18.6% |
| 6M | -46.1% | +3.1% | -49.2% | -47.9% |
| YTD | -83.8% | +11.9% | -95.8% | -84.7% |
| 1Y | -82.4% | +12.1% | -94.5% | -83.4% |
| All | -97.1% | +33.3% | -130.4% | -97.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling