-75.6%
PMEC vs VT
+10.5%
-86.1%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.9% | +0.2% | +14.7% | +14.8% |
| 7D | -11.2% | -2.3% | -8.9% | -9.7% |
| 30D | -44.4% | -5.0% | -39.5% | -43.1% |
| 3M | -26.8% | -4.9% | -22.0% | -25.1% |
| 6M | -54.3% | -1.5% | -52.7% | -53.3% |
| YTD | -70.6% | +8.5% | -79.1% | -73.2% |
| 1Y | -75.6% | +11.4% | -87.0% | -79.9% |
| All | -75.6% | +10.5% | -86.1% | -79.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling