+151.8%
PNTG vs VOO
+186.4%
-34.6%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.4% | -1.0% | -0.9% |
| 7D | +2.5% | +0.1% | +2.4% | +2.3% |
| 30D | -2.1% | +0.1% | -2.1% | -2.2% |
| 3M | +26.2% | +2.0% | +24.1% | +22.2% |
| 6M | +13.3% | +13.0% | +0.3% | -3.6% |
| YTD | +35.0% | +13.6% | +21.4% | +13.9% |
| 1Y | +57.8% | +20.1% | +37.7% | +23.7% |
| 3Y | +215.6% | +77.6% | +138.1% | +44.9% |
| 5Y | +19.6% | +82.4% | -62.9% | -46.7% |
| All | +151.8% | +186.4% | -34.6% | -18.4% |
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