+147.1%
PM price history and return analytics
+74.5%
+72.6%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.8% | +0.2% |
| 7D | -2.4% | +2.9% | -5.3% | -2.7% |
| 30D | -1.3% | -2.5% | +1.2% | -1.1% |
| 3M | +6.5% | -3.3% | +9.9% | +6.9% |
| 6M | +7.0% | +1.5% | +5.5% | +6.6% |
| YTD | +25.8% | +11.4% | +14.4% | +23.1% |
| 1Y | +30.9% | +11.9% | +19.0% | +28.0% |
| All | +147.1% | +74.5% | +72.6% | +99.5% |
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