+100.5%
PAM price history and return analytics
+222.7%
-122.2%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | +0.1% | +0.1% |
| 7D | -1.3% | +2.9% | -4.2% | -4.3% |
| 30D | -22.3% | -2.5% | -19.8% | -20.4% |
| 3M | -20.4% | -3.3% | -17.1% | -17.9% |
| 6M | -23.3% | +1.5% | -24.8% | -25.2% |
| YTD | -28.6% | +11.4% | -39.9% | -37.6% |
| 1Y | -29.0% | +11.9% | -40.9% | -38.3% |
| 3Y | +76.4% | +73.9% | +2.5% | -4.5% |
| 5Y | +240.9% | +57.9% | +183.0% | +104.2% |
| All | +100.5% | +222.7% | -122.2% | -49.7% |
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 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