+3.9%
PNFP vs VOO
+72.6%
-68.7%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.4% | +2.1% | +2.2% |
| 7D | +0.4% | +2.6% | -2.2% | -2.6% |
| 30D | +9.4% | -2.0% | +11.4% | +11.6% |
| 3M | -5.2% | -2.8% | -2.4% | -2.3% |
| 6M | +8.2% | +2.2% | +6.0% | +4.7% |
| YTD | +8.0% | +11.5% | -3.5% | -6.3% |
| 1Y | +17.3% | +13.5% | +3.8% | -0.5% |
| 3Y | +59.2% | +78.1% | -18.9% | -21.0% |
| All | +3.9% | +72.6% | -68.7% | -46.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling