+174.2%
PMT vs VT
+473.7%
-299.5%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.1% | +3.5% | +2.9% |
| 7D | +11.5% | -4.2% | +15.7% | +15.6% |
| 30D | +8.0% | -5.8% | +13.8% | +13.5% |
| 3M | -8.3% | -5.2% | -3.0% | -3.9% |
| 6M | -25.7% | +0.1% | -25.8% | -26.2% |
| YTD | -25.7% | +8.2% | -33.9% | -31.1% |
| 1Y | -21.1% | +10.1% | -31.2% | -28.0% |
| 3Y | -11.0% | +69.7% | -80.7% | -44.8% |
| 5Y | -18.0% | +53.4% | -71.3% | -44.3% |
| 10Y | +64.7% | +219.2% | -154.5% | -32.5% |
| All | +174.2% | +473.7% | -299.5% | -20.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling