-94.7%
PMVP vs VOO
+72.6%
-167.2%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -0.4% | +5.3% | +5.4% |
| 7D | +0.8% | +2.6% | -1.8% | -2.2% |
| 30D | +2.4% | -2.0% | +4.4% | +4.8% |
| 3M | +4.5% | -2.8% | +7.3% | +7.7% |
| 6M | -1.6% | +2.2% | -3.7% | -4.5% |
| YTD | +1.6% | +11.5% | -9.9% | -11.6% |
| 1Y | -6.6% | +13.5% | -20.1% | -20.5% |
| 3Y | -37.4% | +78.1% | -115.5% | -72.3% |
| All | -94.7% | +72.6% | -167.2% | -97.5% |
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