+29.7%
PM vs VOO
+13.0%
+16.7%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.3% | -0.2% | +1.1% |
| 7D | -7.1% | -0.9% | -6.2% | -7.0% |
| 30D | -2.8% | -2.3% | -0.5% | -3.0% |
| 3M | +6.3% | -1.2% | +7.5% | +6.4% |
| 6M | +9.6% | +3.3% | +6.3% | +9.7% |
| YTD | +25.6% | +12.3% | +13.3% | +24.1% |
| 1Y | +29.7% | +12.5% | +17.2% | +28.2% |
| All | +29.7% | +13.0% | +16.7% | +28.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling