-1.4%
PML vs VOO
+314.4%
-315.8%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.3% | -1.4% | -0.6% |
| 7D | -1.2% | -0.9% | -0.2% | -0.9% |
| 30D | +5.5% | -2.3% | +7.9% | +6.3% |
| 3M | -6.3% | -1.2% | -5.1% | -6.0% |
| 6M | -7.2% | +3.3% | -10.5% | -8.3% |
| YTD | -3.8% | +12.3% | -16.2% | -7.6% |
| 1Y | -7.6% | +12.5% | -20.1% | -11.3% |
| 3Y | +6.8% | +79.2% | -72.3% | -12.7% |
| 5Y | -34.5% | +75.7% | -110.2% | -46.6% |
| 10Y | -1.4% | +313.7% | -315.1% | -43.1% |
| All | -1.4% | +314.4% | -315.8% | -43.1% |
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 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