-98.4%
PMN vs VOO
+72.6%
-171.0%
-98.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -0.4% | -5.1% | -5.2% |
| 7D | -20.9% | +2.6% | -23.5% | -22.2% |
| 30D | -60.3% | -2.0% | -58.3% | -58.8% |
| 3M | -77.8% | -2.8% | -75.0% | -76.8% |
| 6M | -68.9% | +2.2% | -71.0% | -68.3% |
| YTD | -51.8% | +11.5% | -63.4% | -53.1% |
| 1Y | -66.3% | +13.5% | -79.7% | -67.4% |
| 3Y | -91.2% | +78.1% | -169.3% | -93.2% |
| All | -98.4% | +72.6% | -171.0% | -98.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling