-92.5%
PMN vs VOO
+325.3%
-417.8%
-99.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.8% | +0.3% | +0.7% |
| 7D | +7.6% | -0.8% | +8.4% | +8.1% |
| 30D | -6.5% | -1.1% | -5.4% | -6.0% |
| 3M | +26.7% | +3.9% | +22.8% | +24.1% |
| 6M | -32.5% | +13.6% | -46.1% | -36.9% |
| YTD | +98.5% | +12.7% | +85.8% | +86.5% |
| 1Y | +29.1% | +17.6% | +11.6% | +18.7% |
| 3Y | -71.1% | +77.3% | -148.5% | -78.9% |
| 5Y | -94.3% | +84.1% | -178.5% | -96.0% |
| All | -92.5% | +325.3% | -417.8% | -97.7% |
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