+14.8%
VOO vs PM
+48.8%
-34.0%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.6% | +0.1% | +1.7% |
| 7D | -0.7% | +4.3% | -5.0% | -0.6% |
| 30D | -1.1% | +11.5% | -12.5% | -0.7% |
| 3M | -0.3% | +13.0% | -13.4% | 0.0% |
| 6M | +7.4% | +25.9% | -18.6% | +7.4% |
| YTD | +13.4% | +34.0% | -20.6% | +13.4% |
| 1Y | +14.8% | +46.9% | -32.1% | +15.2% |
| All | +14.8% | +48.8% | -34.0% | +15.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PM.
Daily Out/Under-Performance
Portfolio return minus PM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PM 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 1y: compounded portfolio wealth divided by compounded PM 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…
1y analysis · Full analysis span regression · 6 months rolling