-50.4%
PAMT vs VT
+57.4%
-107.7%
-81.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.8% | +2.6% | +11.2% | +10.7% |
| 7D | +31.5% | +0.4% | +31.1% | +30.6% |
| 30D | +24.8% | -2.6% | +27.4% | +28.5% |
| 3M | +12.5% | -3.2% | +15.7% | +16.5% |
| 6M | +54.6% | +0.9% | +53.6% | +51.0% |
| YTD | +32.0% | +11.3% | +20.7% | +14.2% |
| 1Y | +53.4% | +14.0% | +39.4% | +28.9% |
| 3Y | -10.0% | +75.8% | -85.9% | -59.6% |
| 5Y | -50.4% | +57.8% | -108.2% | -71.4% |
| All | -50.4% | +57.4% | -107.7% | -71.4% |
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