+272.5%
PM price history and return analytics
+221.8%
+50.7%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.3% | +1.5% | +1.3% |
| 7D | +0.5% | +2.4% | -1.8% | -0.9% |
| 30D | -3.2% | -1.5% | -1.7% | -2.5% |
| 3M | +6.2% | -4.1% | +10.3% | +8.6% |
| 6M | +7.7% | +0.6% | +7.1% | +6.4% |
| YTD | +27.3% | +11.0% | +16.2% | +18.1% |
| 1Y | +32.8% | +13.3% | +19.4% | +21.5% |
| 3Y | +150.0% | +73.4% | +76.6% | +68.3% |
| 5Y | +164.2% | +57.4% | +106.8% | +88.9% |
| All | +272.5% | +221.8% | +50.7% | +54.2% |
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