-78.2%
PMA vs VOO
+31.2%
-109.4%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.5% | -1.9% | -2.2% |
| 7D | -4.7% | -0.4% | -4.3% | -4.6% |
| 30D | -6.5% | -1.4% | -5.1% | -6.0% |
| 3M | -7.6% | +3.7% | -11.3% | -8.6% |
| 6M | +1.7% | +13.0% | -11.4% | -1.8% |
| YTD | +22.0% | +12.4% | +9.6% | +17.8% |
| 1Y | -49.0% | +18.6% | -67.6% | -51.5% |
| All | -78.2% | +31.2% | -109.4% | -76.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling