+85.0%
PAM vs VOO
+317.9%
-232.9%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +2.3% | -0.2% | -0.2% |
| 7D | -6.9% | +0.1% | -7.0% | -7.3% |
| 30D | -19.2% | -3.3% | -15.8% | -16.7% |
| 3M | -21.1% | -2.4% | -18.7% | -19.6% |
| 6M | -17.5% | +2.6% | -20.1% | -20.2% |
| YTD | -26.6% | +11.3% | -37.9% | -34.9% |
| 1Y | -24.9% | +13.4% | -38.4% | -34.7% |
| 3Y | +81.2% | +80.3% | +0.9% | +0.8% |
| 5Y | +246.0% | +72.7% | +173.3% | +98.5% |
| 10Y | +85.0% | +310.0% | -225.0% | -60.0% |
| All | +85.0% | +317.9% | -232.9% | -60.0% |
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