+176.1%
PAMT vs VT
+215.5%
-39.5%
-81.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | +0.2% | +6.7% | +6.6% |
| 7D | +20.7% | -2.3% | +23.0% | +23.9% |
| 30D | +13.9% | -5.0% | +18.9% | +21.4% |
| 3M | -7.0% | -4.9% | -2.1% | -1.4% |
| 6M | +42.1% | -1.5% | +43.6% | +42.7% |
| YTD | +16.0% | +8.5% | +7.5% | +2.0% |
| 1Y | +31.3% | +11.4% | +19.9% | +11.4% |
| 3Y | -20.9% | +70.1% | -91.0% | -64.7% |
| 5Y | -53.3% | +53.7% | -107.0% | -75.0% |
| All | +176.1% | +215.5% | -39.5% | -50.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling