+513.9%
PAM vs VOO
+806.9%
-293.0%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.3% | -1.6% | -1.5% |
| 7D | -2.0% | -0.9% | -1.1% | -1.3% |
| 30D | -22.0% | -2.3% | -19.7% | -20.5% |
| 3M | -20.4% | -1.2% | -19.2% | -19.9% |
| 6M | -22.4% | +3.3% | -25.7% | -25.3% |
| YTD | -28.2% | +12.3% | -40.5% | -36.5% |
| 1Y | -27.5% | +12.5% | -40.0% | -36.0% |
| 3Y | +77.3% | +79.2% | -1.8% | +1.6% |
| 5Y | +232.9% | +75.7% | +157.3% | +91.6% |
| 10Y | +97.6% | +313.7% | -216.1% | -48.7% |
| All | +513.9% | +806.9% | -293.0% | -10.4% |
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