-39.7%
PMTS vs VOO
+365.3%
-405.0%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.4% | -1.0% | -1.2% |
| 7D | -2.0% | +0.1% | -2.2% | -2.1% |
| 30D | +24.2% | +0.1% | +24.2% | +24.2% |
| 3M | +59.5% | +2.0% | +57.4% | +57.3% |
| 6M | +126.6% | +13.0% | +113.6% | +107.7% |
| YTD | +92.4% | +13.6% | +78.8% | +75.8% |
| 1Y | +91.6% | +20.1% | +71.5% | +69.2% |
| 3Y | +34.7% | +77.6% | -42.9% | -6.1% |
| 5Y | -5.7% | +82.4% | -88.1% | -35.3% |
| 10Y | +8.7% | +316.8% | -308.1% | -52.3% |
| All | -39.7% | +365.3% | -405.0% | -74.2% |
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 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