+515.7%
PAM vs VOO
+795.4%
-279.7%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.3% | -1.5% | -1.5% |
| 7D | -6.9% | -0.6% | -6.4% | -6.7% |
| 30D | -20.6% | -3.6% | -17.0% | -18.0% |
| 3M | -22.9% | -2.7% | -20.2% | -21.2% |
| 6M | -19.0% | +2.2% | -21.3% | -21.3% |
| YTD | -28.0% | +10.9% | -38.9% | -35.5% |
| 1Y | -26.9% | +11.3% | -38.2% | -34.8% |
| 3Y | +77.9% | +76.9% | +1.0% | +3.2% |
| 5Y | +238.2% | +73.5% | +164.7% | +97.0% |
| 10Y | +91.8% | +307.7% | -215.8% | -49.5% |
| All | +515.7% | +795.4% | -279.7% | -9.0% |
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 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