+159.8%
PNTG vs VOO
+184.2%
-24.4%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.8% | -1.1% | -1.3% |
| 7D | +3.2% | -0.8% | +3.9% | +4.1% |
| 30D | +2.1% | -1.1% | +3.2% | +3.4% |
| 3M | +19.6% | +3.9% | +15.7% | +13.5% |
| 6M | +15.2% | +13.6% | +1.6% | -2.7% |
| YTD | +39.3% | +12.7% | +26.5% | +18.5% |
| 1Y | +52.5% | +17.6% | +34.9% | +22.6% |
| 3Y | +242.4% | +77.3% | +165.0% | +57.2% |
| 5Y | +19.2% | +84.1% | -64.9% | -47.7% |
| All | +159.8% | +184.2% | -24.4% | -15.1% |
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