-9.2%
PML vs VOO
+11.8%
-21.0%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.3% | -1.7% | -1.9% |
| 7D | -2.5% | +3.3% | -5.7% | -3.4% |
| 30D | +2.4% | -2.7% | +5.1% | +3.2% |
| 3M | -8.5% | -1.7% | -6.7% | -8.1% |
| 6M | -8.5% | +3.1% | -11.6% | -9.5% |
| YTD | -5.8% | +11.9% | -17.7% | -10.3% |
| 1Y | -9.2% | +12.1% | -21.2% | -13.5% |
| All | -9.2% | +11.8% | -21.0% | -13.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling