+204.9%
PMT vs VT
+511.4%
-306.4%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | +3.2% | +0.4% | +2.8% | +2.8% |
| 30D | +2.0% | +1.0% | +1.0% | +1.2% |
| 3M | -1.6% | +2.4% | -4.0% | -3.8% |
| 6M | -13.6% | +12.0% | -25.6% | -22.1% |
| YTD | -17.4% | +15.3% | -32.7% | -27.4% |
| 1Y | -12.0% | +22.6% | -34.6% | -26.9% |
| 3Y | +4.3% | +74.7% | -70.4% | -36.7% |
| 5Y | -7.9% | +66.1% | -74.1% | -41.7% |
| 10Y | +92.3% | +225.0% | -132.7% | -23.4% |
| All | +204.9% | +511.4% | -306.4% | -16.4% |
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 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