-92.5%
PMEC vs VOO
+84.1%
-176.5%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | -0.3% | -7.6% | -7.7% |
| 7D | +15.7% | +3.3% | +12.4% | +13.7% |
| 30D | -44.1% | -2.7% | -41.4% | -43.1% |
| 3M | -29.6% | -1.7% | -27.9% | -28.6% |
| 6M | -60.5% | +3.1% | -63.6% | -60.9% |
| YTD | -70.4% | +11.9% | -82.3% | -71.9% |
| 1Y | -72.8% | +12.1% | -84.9% | -74.1% |
| 3Y | -91.4% | +78.6% | -170.0% | -92.5% |
| All | -92.5% | +84.1% | -176.5% | -93.2% |
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 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