+76.8%
PAM vs VOO
+79.1%
-2.3%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.2% | -0.2% |
| 7D | -1.3% | +3.3% | -4.6% | -4.6% |
| 30D | -22.3% | -2.7% | -19.6% | -20.3% |
| 3M | -20.4% | -1.7% | -18.7% | -19.3% |
| 6M | -23.3% | +3.1% | -26.4% | -26.6% |
| YTD | -28.6% | +11.9% | -40.5% | -38.1% |
| 1Y | -29.0% | +12.1% | -41.1% | -38.6% |
| All | +76.8% | +79.1% | -2.3% | -15.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling