-32.3%
PAMT vs VOO
+80.3%
-112.7%
-81.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.6% | +4.9% | +5.0% |
| 7D | +4.6% | -2.0% | +6.6% | +7.0% |
| 30D | -1.8% | -1.7% | -0.1% | +0.1% |
| 3M | -12.0% | +4.7% | -16.7% | -16.9% |
| 6M | +40.1% | +12.6% | +27.6% | +22.1% |
| YTD | +9.3% | +11.8% | -2.5% | -3.9% |
| 1Y | +9.3% | +17.5% | -8.3% | -9.6% |
| 3Y | -39.1% | +77.0% | -116.0% | -71.1% |
| 5Y | -32.3% | +82.6% | -114.9% | -67.9% |
| All | -32.3% | +80.3% | -112.7% | -67.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling