+77.3%
VOO vs PNR
-14.5%
+91.8%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.3% | +1.1% | +0.9% |
| 7D | -0.8% | -6.0% | +5.3% | +1.0% |
| 30D | -1.1% | -14.0% | +12.9% | +3.2% |
| 3M | +3.9% | -21.7% | +25.6% | +10.4% |
| 6M | +13.6% | -37.3% | +50.9% | +29.4% |
| YTD | +12.7% | -45.1% | +57.8% | +33.8% |
| 1Y | +17.6% | -49.1% | +66.7% | +43.4% |
| 3Y | +77.3% | -14.8% | +92.2% | +82.9% |
| All | +77.3% | -14.5% | +91.8% | +82.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PNR.
Daily Out/Under-Performance
Portfolio return minus PNR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNR 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 3y: compounded portfolio wealth divided by compounded PNR 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…
3y analysis · Full analysis span regression · 6 months rolling