+0.3%
PML vs VOO
+309.6%
-309.3%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | -0.1% | -0.3% |
| 7D | -4.1% | +2.6% | -6.7% | -4.9% |
| 30D | +3.7% | -2.0% | +5.7% | +4.3% |
| 3M | -8.8% | -2.8% | -6.0% | -8.0% |
| 6M | -8.9% | +2.2% | -11.0% | -9.6% |
| YTD | -6.2% | +11.5% | -17.7% | -9.6% |
| 1Y | -9.4% | +13.5% | -22.9% | -13.3% |
| 3Y | +4.6% | +78.1% | -73.5% | -14.4% |
| 5Y | -36.5% | +73.1% | -109.7% | -48.0% |
| All | +0.3% | +309.6% | -309.3% | -41.0% |
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