+73.7%
PAM price history and return analytics
+69.4%
+4.3%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -4.1% | +2.9% | +3.0% |
| 7D | -14.7% | -4.2% | -10.5% | -11.0% |
| 30D | -21.4% | -5.8% | -15.6% | -16.5% |
| 3M | -23.6% | -5.2% | -18.3% | -19.6% |
| 6M | -18.7% | +0.1% | -18.8% | -19.9% |
| YTD | -27.6% | +8.2% | -35.8% | -35.6% |
| 1Y | -26.7% | +10.1% | -36.8% | -36.4% |
| All | +73.7% | +69.4% | +4.3% | -10.6% |
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