+8.1%
PNNT vs VOO
+82.8%
-74.7%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.8% | +0.3% | +0.6% |
| 7D | -4.3% | -0.8% | -3.5% | -3.8% |
| 30D | -4.3% | -1.1% | -3.2% | -3.6% |
| 3M | +0.9% | +3.9% | -3.0% | -1.6% |
| 6M | -15.4% | +13.6% | -29.0% | -22.0% |
| YTD | -30.3% | +12.7% | -43.0% | -35.4% |
| 1Y | -38.6% | +17.6% | -56.2% | -44.6% |
| 3Y | -12.3% | +77.3% | -89.6% | -38.8% |
| All | +8.1% | +82.8% | -74.7% | -27.6% |
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