-88.3%
PMEC vs VOO
+83.8%
-172.0%
-89.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.6% | -1.5% | -1.8% |
| 7D | +4.2% | -2.0% | +6.2% | +5.1% |
| 30D | +1.1% | -1.7% | +2.7% | +1.7% |
| 3M | -39.7% | +4.7% | -44.5% | -41.2% |
| 6M | -34.7% | +12.6% | -47.3% | -38.7% |
| YTD | -53.9% | +11.8% | -65.7% | -56.6% |
| 1Y | -74.9% | +17.5% | -92.4% | -76.8% |
| All | -88.3% | +83.8% | -172.0% | -89.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling