+198.6%
PM price history and return analytics
+221.4%
-22.8%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.5% | +1.7% | +1.5% |
| 7D | -1.3% | +1.0% | -2.3% | -1.9% |
| 30D | -2.6% | -0.2% | -2.3% | -2.5% |
| 3M | +5.8% | +4.5% | +1.2% | +2.6% |
| 6M | +10.6% | +14.1% | -3.5% | +1.2% |
| YTD | +17.2% | +14.8% | +2.4% | +6.8% |
| 1Y | +17.6% | +21.2% | -3.6% | +3.2% |
| 3Y | +124.3% | +76.6% | +47.7% | +49.5% |
| 5Y | +125.1% | +66.6% | +58.5% | +54.7% |
| 10Y | +198.6% | +222.3% | -23.7% | +16.0% |
| All | +198.6% | +221.4% | -22.8% | +16.0% |
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