-48.7%
PMA vs VOO
+17.3%
-66.0%
-75.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.4% |
| 7D | -3.9% | -2.0% | -2.0% | -2.7% |
| 30D | -3.9% | -1.7% | -2.3% | -2.8% |
| 3M | -9.6% | +4.7% | -14.4% | -11.5% |
| 6M | +0.8% | +12.6% | -11.7% | -3.0% |
| YTD | +22.0% | +11.8% | +10.2% | +16.0% |
| 1Y | -48.7% | +17.5% | -66.3% | -58.0% |
| All | -48.7% | +17.3% | -66.0% | -58.0% |
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 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