+36.9%
PMTS vs VT
+221.8%
-184.9%
-97.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.3% | -0.6% | -0.7% |
| 7D | +2.3% | +2.4% | 0.0% | +0.3% |
| 30D | -1.5% | -1.5% | 0.0% | 0.0% |
| 3M | -14.0% | -4.1% | -9.9% | -10.9% |
| 6M | +58.0% | +0.6% | +57.4% | +57.9% |
| YTD | +69.8% | +11.0% | +58.8% | +56.8% |
| 1Y | +87.7% | +13.3% | +74.4% | +70.7% |
| 3Y | +76.3% | +73.4% | +2.9% | +22.0% |
| 5Y | +3.5% | +57.4% | -53.9% | -24.4% |
| All | +36.9% | +221.8% | -184.9% | -18.4% |
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 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