+246.0%
PAM price history and return analytics
+57.4%
+188.7%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +2.6% | -0.4% | -0.2% |
| 7D | -6.9% | +0.4% | -7.3% | -7.5% |
| 30D | -19.2% | -2.6% | -16.6% | -17.4% |
| 3M | -21.1% | -3.2% | -17.9% | -19.0% |
| 6M | -17.5% | +0.9% | -18.4% | -18.8% |
| YTD | -26.6% | +11.3% | -37.9% | -34.7% |
| 1Y | -24.9% | +14.0% | -38.9% | -34.8% |
| 3Y | +81.2% | +75.8% | +5.4% | +7.3% |
| 5Y | +246.0% | +57.8% | +188.2% | +118.8% |
| All | +246.0% | +57.4% | +188.7% | +118.8% |
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