-99.1%
PMCB vs VT
+224.4%
-323.4%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.1% | -1.9% | -1.3% |
| 7D | +4.7% | -0.7% | +5.4% | +5.1% |
| 30D | +9.3% | -1.7% | +11.0% | +10.3% |
| 3M | -27.5% | -2.3% | -25.1% | -26.5% |
| 6M | -42.6% | +1.5% | -44.1% | -42.6% |
| YTD | -44.9% | +12.0% | -56.9% | -46.9% |
| 1Y | -54.6% | +12.9% | -67.4% | -56.3% |
| 3Y | -81.6% | +74.9% | -156.6% | -84.6% |
| 5Y | -85.6% | +59.9% | -145.6% | -87.8% |
| 10Y | -99.1% | +224.6% | -323.7% | -99.5% |
| All | -99.1% | +224.4% | -323.4% | -99.5% |
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