-95.1%
PMVP vs VOO
+82.8%
-177.9%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.8% | -3.6% | -3.8% |
| 7D | +8.5% | -0.8% | +9.3% | +9.4% |
| 30D | +11.1% | -1.1% | +12.2% | +12.2% |
| 3M | +28.4% | +3.9% | +24.6% | +22.0% |
| 6M | -12.5% | +13.6% | -26.1% | -25.4% |
| YTD | +12.0% | +12.7% | -0.7% | -3.9% |
| 1Y | +13.8% | +17.6% | -3.8% | -7.3% |
| 3Y | -77.3% | +77.3% | -154.6% | -89.8% |
| All | -95.1% | +82.8% | -177.9% | -97.9% |
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 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