+22.6%
PMO vs VOO
+325.3%
-302.7%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.8% | -1.0% | -0.3% |
| 7D | -3.6% | -0.8% | -2.8% | -3.4% |
| 30D | -5.7% | -1.1% | -4.6% | -5.4% |
| 3M | -5.8% | +3.9% | -9.7% | -6.8% |
| 6M | -5.0% | +13.6% | -18.7% | -8.2% |
| YTD | -5.7% | +12.7% | -18.4% | -8.7% |
| 1Y | -1.2% | +17.6% | -18.8% | -5.4% |
| 3Y | +16.0% | +77.3% | -61.3% | -1.1% |
| 5Y | -13.4% | +84.1% | -97.5% | -27.5% |
| All | +22.6% | +325.3% | -302.7% | -20.1% |
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