-13.8%
PMT vs VT
+74.4%
-88.3%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.5% | -1.1% | -1.3% |
| 7D | -0.3% | -0.1% | -0.1% | -0.2% |
| 30D | +6.9% | -3.1% | +10.0% | +9.3% |
| 3M | -11.6% | -3.5% | -8.1% | -9.3% |
| 6M | -21.6% | +0.5% | -22.1% | -22.0% |
| YTD | -28.9% | +10.8% | -39.7% | -34.8% |
| 1Y | -24.5% | +11.9% | -36.4% | -31.3% |
| 3Y | -13.8% | +73.0% | -86.8% | -52.5% |
| All | -13.8% | +74.4% | -88.3% | -52.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling