+10.8%
PMTS vs VT
+53.4%
-42.6%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.2% | -1.6% | -1.6% |
| 7D | -6.8% | -2.3% | -4.5% | -3.7% |
| 30D | -3.6% | -5.0% | +1.3% | +2.7% |
| 3M | -0.4% | -4.9% | +4.5% | +5.9% |
| 6M | +60.6% | -1.5% | +62.1% | +64.3% |
| YTD | +65.9% | +8.5% | +57.5% | +51.4% |
| 1Y | +71.3% | +11.4% | +59.9% | +51.8% |
| 3Y | +53.2% | +70.1% | -16.9% | -9.1% |
| All | +10.8% | +53.4% | -42.6% | -23.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling