+94.3%
PNFP vs VOO
+325.3%
-231.0%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.7% | -0.9% |
| 7D | -1.7% | -0.8% | -1.0% | -0.8% |
| 30D | -7.1% | -1.1% | -6.0% | -5.8% |
| 3M | +6.4% | +3.9% | +2.5% | +1.3% |
| 6M | +17.8% | +13.6% | +4.1% | +0.1% |
| YTD | +5.6% | +12.7% | -7.1% | -9.3% |
| 1Y | +3.3% | +17.6% | -14.3% | -15.9% |
| 3Y | +51.3% | +77.3% | -26.1% | -24.6% |
| 5Y | +11.0% | +84.1% | -73.1% | -46.7% |
| All | +94.3% | +325.3% | -231.0% | -70.1% |
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