-99.4%
PMCB vs VOO
+558.5%
-657.9%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | -0.4% | -12.2% | -12.4% |
| 7D | -2.3% | +2.6% | -4.9% | -3.0% |
| 30D | +0.9% | -2.0% | +2.9% | +1.6% |
| 3M | -36.1% | -2.8% | -33.3% | -35.4% |
| 6M | -56.7% | +2.2% | -58.9% | -56.8% |
| YTD | -51.4% | +11.5% | -63.0% | -52.6% |
| 1Y | -55.5% | +13.5% | -69.0% | -56.7% |
| 3Y | -83.6% | +78.1% | -161.7% | -85.4% |
| 5Y | -87.6% | +73.1% | -160.7% | -89.0% |
| 10Y | -99.2% | +310.7% | -409.9% | -99.3% |
| All | -99.4% | +558.5% | -657.9% | -99.1% |
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