+143.2%
PM vs VOO
+78.4%
+64.8%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +2.3% | -4.8% | -2.6% |
| 7D | -7.3% | +0.1% | -7.4% | -7.2% |
| 30D | -4.0% | -3.3% | -0.7% | -3.8% |
| 3M | +2.7% | -2.4% | +5.1% | +2.9% |
| 6M | +14.9% | +2.6% | +12.3% | +14.5% |
| YTD | +23.5% | +11.3% | +12.3% | +21.9% |
| 1Y | +30.4% | +13.4% | +16.9% | +28.3% |
| 3Y | +143.2% | +80.3% | +62.9% | +101.0% |
| All | +143.2% | +78.4% | +64.8% | +101.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling