-46.8%
PMTS vs VOO
+356.9%
-403.6%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.4% | -0.5% | -0.6% |
| 7D | +2.3% | +2.6% | -0.2% | +0.3% |
| 30D | -1.5% | -2.0% | +0.5% | +0.4% |
| 3M | -14.0% | -2.8% | -11.3% | -12.0% |
| 6M | +58.0% | +2.2% | +55.8% | +56.3% |
| YTD | +69.8% | +11.5% | +58.3% | +57.8% |
| 1Y | +87.7% | +13.5% | +74.2% | +72.4% |
| 3Y | +76.3% | +78.1% | -1.8% | +23.5% |
| 5Y | +3.5% | +73.1% | -69.6% | -26.5% |
| 10Y | +28.4% | +310.7% | -282.3% | -42.8% |
| All | -46.8% | +356.9% | -403.6% | -76.9% |
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