-22.0%
PNI vs VOO
+325.3%
-347.3%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.8% | -1.2% | -0.5% |
| 7D | -2.1% | -0.8% | -1.3% | -1.9% |
| 30D | -5.2% | -1.1% | -4.1% | -4.9% |
| 3M | -5.6% | +3.9% | -9.5% | -6.6% |
| 6M | -4.1% | +13.6% | -17.8% | -7.3% |
| YTD | -1.5% | +12.7% | -14.2% | -4.6% |
| 1Y | -0.2% | +17.6% | -17.8% | -4.5% |
| 3Y | +8.3% | +77.3% | -69.0% | -7.9% |
| 5Y | -27.8% | +84.1% | -111.9% | -39.7% |
| All | -22.0% | +325.3% | -347.3% | -48.7% |
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