+59.8%
PNTG vs VOO
+17.3%
+42.5%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.2% | -0.6% |
| 7D | +2.0% | -2.0% | +4.0% | +2.7% |
| 30D | +3.0% | -1.7% | +4.6% | +3.5% |
| 3M | +21.7% | +4.7% | +16.9% | +19.1% |
| 6M | +15.4% | +12.6% | +2.9% | +7.5% |
| YTD | +39.6% | +11.8% | +27.8% | +30.0% |
| 1Y | +59.8% | +17.5% | +42.2% | +38.2% |
| All | +59.8% | +17.3% | +42.5% | +38.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling