+189.1%
PAMT vs VT
+217.6%
-28.5%
-81.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.5% | -2.1% | -1.9% |
| 7D | +30.7% | -0.1% | +30.8% | +30.7% |
| 30D | +21.6% | -3.1% | +24.7% | +26.5% |
| 3M | +13.3% | -3.5% | +16.8% | +18.3% |
| 6M | +50.6% | +0.5% | +50.1% | +47.7% |
| YTD | +28.6% | +10.8% | +17.9% | +10.3% |
| 1Y | +46.1% | +11.9% | +34.2% | +23.6% |
| 3Y | -13.9% | +73.0% | -86.9% | -62.3% |
| 5Y | -51.5% | +58.6% | -110.1% | -75.1% |
| 10Y | +189.1% | +219.2% | -30.1% | -48.5% |
| All | +189.1% | +217.6% | -28.5% | -48.5% |
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