+142.0%
PAMT vs VOO
+315.3%
-173.3%
-81.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | -0.5% | +6.5% | +6.6% |
| 7D | +0.5% | -0.4% | +0.8% | +0.9% |
| 30D | -7.8% | -1.4% | -6.4% | -6.1% |
| 3M | -11.8% | +3.7% | -15.5% | -16.2% |
| 6M | +31.1% | +13.0% | +18.1% | +12.0% |
| YTD | +4.7% | +12.4% | -7.7% | -9.9% |
| 1Y | +11.0% | +18.6% | -7.6% | -11.1% |
| 3Y | -41.6% | +78.1% | -119.7% | -73.6% |
| 5Y | -34.8% | +82.3% | -117.0% | -70.8% |
| 10Y | +142.0% | +322.5% | -180.5% | -65.4% |
| All | +142.0% | +315.3% | -173.3% | -65.4% |
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 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