+763.7%
PNQI vs VOO
+810.0%
-46.3%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.8% | +0.2% | +0.1% |
| 7D | -2.0% | -0.8% | -1.2% | -1.1% |
| 30D | 0.0% | -1.1% | +1.0% | +1.2% |
| 3M | +11.5% | +3.9% | +7.7% | +6.7% |
| 6M | +8.0% | +13.6% | -5.7% | -6.9% |
| YTD | -5.3% | +12.7% | -18.0% | -17.5% |
| 1Y | -7.6% | +17.6% | -25.2% | -23.3% |
| 3Y | +55.9% | +77.3% | -21.5% | -18.4% |
| 5Y | +0.9% | +84.1% | -83.3% | -47.8% |
| 10Y | +201.9% | +323.5% | -121.6% | -37.5% |
| All | +763.7% | +810.0% | -46.3% | -23.9% |
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