+428.0%
PAMT vs VOO
+806.9%
-378.9%
-81.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +1.3% | -10.1% | -10.2% |
| 7D | +14.5% | -0.9% | +15.4% | +15.2% |
| 30D | +19.5% | -2.3% | +21.8% | +22.0% |
| 3M | +5.4% | -1.2% | +6.6% | +6.1% |
| 6M | +41.0% | +3.3% | +37.7% | +34.8% |
| YTD | +17.3% | +12.3% | +5.0% | +2.8% |
| 1Y | +28.2% | +12.5% | +15.7% | +12.3% |
| 3Y | -21.5% | +79.2% | -100.7% | -59.8% |
| 5Y | -59.1% | +75.7% | -134.8% | -78.1% |
| 10Y | +155.3% | +313.7% | -158.4% | -34.0% |
| All | +428.0% | +806.9% | -378.9% | -28.0% |
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