-77.7%
PMVP vs VOO
+77.0%
-154.7%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.5% | +3.1% | +3.0% |
| 7D | +9.1% | -0.4% | +9.5% | +9.4% |
| 30D | +11.8% | -1.4% | +13.2% | +12.9% |
| 3M | +31.0% | +3.7% | +27.2% | +26.4% |
| 6M | -15.6% | +13.0% | -28.7% | -24.4% |
| YTD | +10.0% | +12.4% | -2.4% | -1.1% |
| 1Y | -14.1% | +18.6% | -32.7% | -26.2% |
| All | -77.7% | +77.0% | -154.7% | -92.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling