-95.6%
PMAX vs VOO
+14.7%
-110.2%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +54.1% | +1.6% | +52.5% | +48.6% |
| 7D | +113.6% | -0.7% | +114.3% | +120.6% |
| 30D | +27.0% | -1.1% | +28.0% | +32.6% |
| 3M | -33.3% | -0.3% | -33.0% | -31.3% |
| 6M | -52.7% | +7.4% | -60.1% | -62.5% |
| YTD | -94.3% | +13.4% | -107.6% | -96.0% |
| 1Y | -95.6% | +14.8% | -110.4% | -96.9% |
| All | -95.6% | +14.7% | -110.2% | -96.9% |
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