-77.6%
PMA vs VOO
+31.8%
-109.4%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.6% | -2.5% | -2.9% |
| 7D | -3.1% | +0.5% | -3.6% | -3.3% |
| 30D | -3.8% | -0.9% | -2.9% | -3.5% |
| 3M | -5.3% | +3.9% | -9.2% | -6.4% |
| 6M | +6.8% | +14.5% | -7.7% | +2.7% |
| YTD | +25.0% | +13.0% | +12.0% | +20.5% |
| 1Y | -47.5% | +19.4% | -66.9% | -50.2% |
| All | -77.6% | +31.8% | -109.4% | -76.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling