-99.7%
PMAX vs VOO
+43.3%
-143.0%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.7% | +1.0% |
| 7D | -18.6% | +0.1% | -18.7% | -18.7% |
| 30D | -44.3% | +0.1% | -44.4% | -44.2% |
| 3M | -57.9% | +2.0% | -59.9% | -59.2% |
| 6M | -95.5% | +13.0% | -108.6% | -96.2% |
| YTD | -95.2% | +13.6% | -108.8% | -96.0% |
| 1Y | -96.3% | +20.1% | -116.4% | -97.0% |
| All | -99.7% | +43.3% | -143.0% | -99.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling