+53.2%
PMTS vs VT
+69.7%
-16.5%
-67.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.2% | -1.6% | -1.7% |
| 7D | -6.8% | -2.3% | -4.5% | -2.9% |
| 30D | -3.6% | -5.0% | +1.3% | +4.2% |
| 3M | -0.4% | -4.9% | +4.5% | +7.4% |
| 6M | +60.6% | -1.5% | +62.1% | +64.8% |
| YTD | +65.9% | +8.5% | +57.5% | +46.4% |
| 1Y | +71.3% | +11.4% | +59.9% | +45.0% |
| 3Y | +53.2% | +70.1% | -16.9% | -45.1% |
| All | +53.2% | +69.7% | -16.5% | -45.1% |
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