-57.2%
PMCB vs VOO
+14.7%
-71.9%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +1.6% | +10.4% | +8.9% |
| 7D | +13.8% | -0.7% | +14.6% | +15.8% |
| 30D | -2.3% | -1.1% | -1.3% | 0.0% |
| 3M | -36.6% | -0.3% | -36.3% | -35.7% |
| 6M | -49.9% | +7.4% | -57.2% | -54.8% |
| YTD | -47.4% | +13.4% | -60.7% | -56.3% |
| 1Y | -57.2% | +14.8% | -72.0% | -66.4% |
| All | -57.2% | +14.7% | -71.9% | -66.4% |
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