+818.4%
VOO vs PNR
+251.7%
+566.7%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.9% | +1.4% | +0.3% |
| 7D | -0.4% | -3.9% | +3.5% | +1.2% |
| 30D | -1.4% | -13.8% | +12.4% | +4.5% |
| 3M | +3.7% | -22.5% | +26.3% | +13.6% |
| 6M | +13.0% | -37.2% | +50.2% | +34.2% |
| YTD | +12.4% | -44.2% | +56.7% | +39.5% |
| 1Y | +18.6% | -46.6% | +65.2% | +49.7% |
| 3Y | +78.1% | -12.5% | +90.6% | +78.4% |
| 5Y | +82.3% | -19.3% | +101.6% | +84.4% |
| 10Y | +322.5% | +67.5% | +255.1% | +196.5% |
| All | +818.4% | +251.7% | +566.7% | +319.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling