+29.5%
PNI vs VOO
+812.0%
-782.4%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | -0.2% |
| 7D | -1.2% | +0.5% | -1.7% | -1.3% |
| 30D | -3.2% | -0.9% | -2.3% | -3.0% |
| 3M | -3.5% | +3.9% | -7.4% | -4.2% |
| 6M | -2.2% | +14.5% | -16.8% | -4.9% |
| YTD | +0.3% | +13.0% | -12.6% | -2.1% |
| 1Y | +3.6% | +19.4% | -15.9% | -0.1% |
| 3Y | +9.8% | +78.9% | -69.0% | -2.8% |
| 5Y | -26.4% | +82.3% | -108.6% | -35.4% |
| 10Y | -21.2% | +314.2% | -335.5% | -40.0% |
| All | +29.5% | +812.0% | -782.4% | -5.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling