+2.1%
PMTR vs VOO
+29.5%
-27.5%
-3.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | -0.1% |
| 7D | -0.2% | +0.5% | -0.7% | -0.2% |
| 30D | +0.1% | -0.9% | +1.0% | +0.2% |
| 3M | -0.3% | +3.9% | -4.2% | -0.7% |
| 6M | +0.8% | +14.5% | -13.7% | -0.6% |
| YTD | +1.3% | +13.0% | -11.7% | 0.0% |
| 1Y | +1.4% | +19.4% | -18.1% | -0.3% |
| All | +2.1% | +29.5% | -27.5% | +1.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling