-96.3%
PMAX vs VOO
+17.3%
-113.6%
-97.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.6% | +1.0% | +2.6% |
| 7D | +6.9% | -2.0% | +8.8% | +14.6% |
| 30D | -44.3% | -1.7% | -42.6% | -40.8% |
| 3M | -50.6% | +4.7% | -55.3% | -59.5% |
| 6M | -85.4% | +12.6% | -98.0% | -90.7% |
| YTD | -94.9% | +11.8% | -106.7% | -96.7% |
| 1Y | -96.3% | +17.5% | -113.8% | -98.2% |
| All | -96.3% | +17.3% | -113.6% | -98.2% |
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 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