-32.3%
PAMT vs VT
+66.2%
-98.4%
-81.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | 0.0% | +4.2% | +4.2% |
| 7D | +9.4% | +0.4% | +9.0% | +8.7% |
| 30D | -8.6% | +1.0% | -9.6% | -9.8% |
| 3M | -1.7% | +2.4% | -4.1% | -5.3% |
| 6M | +26.6% | +12.0% | +14.6% | +9.2% |
| YTD | +8.9% | +15.3% | -6.5% | -9.5% |
| 1Y | +9.6% | +22.6% | -13.0% | -15.9% |
| 3Y | -43.7% | +74.7% | -118.4% | -74.2% |
| All | -32.3% | +66.2% | -98.4% | -63.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling