-93.0%
PMEC vs VOO
+83.4%
-176.4%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -0.4% | -6.7% | -6.8% |
| 7D | -6.4% | +2.6% | -9.0% | -7.7% |
| 30D | -48.0% | -2.0% | -46.0% | -47.2% |
| 3M | -37.5% | -2.8% | -34.7% | -36.3% |
| 6M | -64.2% | +2.2% | -66.3% | -64.3% |
| YTD | -72.5% | +11.5% | -84.0% | -73.8% |
| 1Y | -66.5% | +13.5% | -80.0% | -68.5% |
| 3Y | -92.4% | +78.1% | -170.5% | -93.4% |
| All | -93.0% | +83.4% | -176.4% | -93.7% |
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