+58.1%
PNNT vs VOO
+325.3%
-267.2%
-69.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.8% | +0.3% | +0.4% |
| 7D | -4.3% | -0.8% | -3.5% | -3.6% |
| 30D | -4.3% | -1.1% | -3.2% | -3.3% |
| 3M | +0.9% | +3.9% | -3.0% | -2.6% |
| 6M | -15.4% | +13.6% | -29.0% | -24.7% |
| YTD | -30.3% | +12.7% | -43.0% | -37.5% |
| 1Y | -38.6% | +17.6% | -56.2% | -47.1% |
| 3Y | -12.3% | +77.3% | -89.6% | -49.2% |
| 5Y | +9.3% | +84.1% | -74.8% | -40.4% |
| All | +58.1% | +325.3% | -267.2% | -58.5% |
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