-9.9%
PMTS vs VOO
+82.4%
-92.3%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.6% | +3.5% | +3.5% |
| 7D | +2.6% | +0.5% | +2.0% | +2.0% |
| 30D | +4.9% | -0.9% | +5.8% | +5.9% |
| 3M | +70.6% | +3.9% | +66.7% | +64.0% |
| 6M | +87.3% | +14.5% | +72.8% | +62.7% |
| YTD | +98.0% | +13.0% | +85.1% | +74.6% |
| 1Y | +106.9% | +19.4% | +87.5% | +73.4% |
| 3Y | +37.3% | +78.9% | -41.6% | -18.6% |
| All | -9.9% | +82.4% | -92.3% | -46.2% |
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