+673.9%
PM vs VOO
+806.9%
-133.0%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.3% | -0.2% | +0.3% |
| 7D | -7.1% | -0.9% | -6.2% | -6.6% |
| 30D | -2.8% | -2.3% | -0.5% | -1.6% |
| 3M | +6.3% | -1.2% | +7.5% | +6.8% |
| 6M | +9.6% | +3.3% | +6.3% | +6.8% |
| YTD | +25.6% | +12.3% | +13.3% | +16.1% |
| 1Y | +29.7% | +12.5% | +17.2% | +19.6% |
| 3Y | +147.6% | +79.2% | +68.4% | +65.2% |
| 5Y | +160.1% | +75.7% | +84.4% | +72.8% |
| 10Y | +260.9% | +313.7% | -52.8% | +28.4% |
| All | +673.9% | +806.9% | -133.0% | +61.4% |
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