+250.7%
PNR vs VOO
+807.8%
-557.1%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.5% | -1.4% | -1.4% |
| 7D | -3.9% | -0.4% | -3.5% | -3.5% |
| 30D | -13.8% | -1.4% | -12.4% | -12.4% |
| 3M | -22.5% | +3.7% | -26.3% | -25.8% |
| 6M | -37.2% | +13.0% | -50.2% | -45.6% |
| YTD | -44.2% | +12.4% | -56.7% | -51.3% |
| 1Y | -46.6% | +18.6% | -65.2% | -56.3% |
| 3Y | -12.5% | +78.1% | -90.6% | -55.2% |
| 5Y | -19.3% | +82.3% | -101.6% | -59.6% |
| 10Y | +67.5% | +322.5% | -255.1% | -69.7% |
| All | +250.7% | +807.8% | -557.1% | -75.2% |
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