-88.0%
PMEC vs VOO
+85.7%
-173.7%
-89.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.6% | +4.2% | +3.9% |
| 7D | -4.8% | +0.5% | -5.3% | -5.0% |
| 30D | +14.8% | -0.9% | +15.8% | +15.2% |
| 3M | -17.2% | +3.9% | -21.1% | -18.9% |
| 6M | -31.5% | +14.5% | -46.1% | -36.3% |
| YTD | -52.9% | +13.0% | -65.9% | -55.8% |
| 1Y | -74.3% | +19.4% | -93.8% | -76.5% |
| All | -88.0% | +85.7% | -173.7% | -89.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling