-98.1%
PMI vs VOO
+19.7%
-117.8%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -0.6% | -4.9% | -4.7% |
| 7D | +11.7% | +0.5% | +11.1% | +10.9% |
| 30D | +25.7% | -0.9% | +26.6% | +28.6% |
| 3M | -67.3% | +3.9% | -71.2% | -68.0% |
| 6M | -92.0% | +14.5% | -106.6% | -92.2% |
| YTD | -95.1% | +13.0% | -108.0% | -95.2% |
| 1Y | -98.7% | +19.4% | -118.1% | -98.7% |
| All | -98.1% | +19.7% | -117.8% | -98.1% |
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