-88.0%
PMEC vs VOO
+84.9%
-172.9%
-89.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.4% | +0.2% |
| 7D | -1.1% | -0.4% | -0.7% | -1.0% |
| 30D | +6.4% | -1.4% | +7.8% | +7.0% |
| 3M | -31.4% | +3.7% | -35.2% | -32.8% |
| 6M | -29.9% | +13.0% | -43.0% | -34.3% |
| YTD | -53.0% | +12.4% | -65.4% | -55.8% |
| 1Y | -73.8% | +18.6% | -92.4% | -75.9% |
| All | -88.0% | +84.9% | -172.9% | -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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling