+433.6%
PAMT vs VOO
+800.4%
-366.8%
-81.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.4% | +0.9% | +1.0% |
| 7D | +2.2% | +2.6% | -0.4% | -0.4% |
| 30D | +23.8% | -2.0% | +25.8% | +25.9% |
| 3M | +5.2% | -2.8% | +8.0% | +7.7% |
| 6M | +34.7% | +2.2% | +32.5% | +30.4% |
| YTD | +18.5% | +11.5% | +7.0% | +4.7% |
| 1Y | +41.4% | +13.5% | +27.9% | +22.6% |
| 3Y | -21.3% | +78.1% | -99.4% | -59.4% |
| 5Y | -60.1% | +73.1% | -133.2% | -78.2% |
| 10Y | +158.0% | +310.7% | -152.7% | -32.8% |
| All | +433.6% | +800.4% | -366.8% | -26.7% |
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