-96.4%
PMVP vs VOO
+157.9%
-254.3%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -0.6% | +4.4% | +4.5% |
| 7D | +3.9% | +0.5% | +3.3% | +3.1% |
| 30D | +12.6% | -0.9% | +13.5% | +13.5% |
| 3M | +22.9% | +3.9% | +19.0% | +17.0% |
| 6M | -18.3% | +14.5% | -32.8% | -30.7% |
| YTD | +7.2% | +13.0% | -5.8% | -7.8% |
| 1Y | -4.3% | +19.4% | -23.7% | -23.0% |
| 3Y | -77.9% | +78.9% | -156.8% | -89.8% |
| 5Y | -95.3% | +82.3% | -177.6% | -97.9% |
| All | -96.4% | +157.9% | -254.3% | -98.6% |
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