-97.7%
PMI vs VOO
+19.4%
-117.1%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +20.9% | +0.8% | +20.0% | +19.6% |
| 7D | +16.9% | -0.8% | +17.7% | +18.3% |
| 30D | +56.3% | -1.1% | +57.4% | +60.5% |
| 3M | -41.1% | +3.9% | -45.0% | -42.7% |
| 6M | -90.7% | +13.6% | -104.4% | -90.9% |
| YTD | -93.9% | +12.7% | -106.6% | -94.0% |
| 1Y | -98.5% | +17.6% | -116.1% | -98.4% |
| All | -97.7% | +19.4% | -117.1% | -97.6% |
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