+804.3%
PM price history and return analytics
+355.4%
+448.8%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.5% | +1.1% | +0.9% |
| 7D | -6.6% | -0.1% | -6.5% | -6.6% |
| 30D | -3.4% | -3.1% | -0.4% | -1.9% |
| 3M | +5.3% | -3.5% | +8.8% | +7.2% |
| 6M | +15.5% | +0.5% | +15.1% | +14.3% |
| YTD | +24.3% | +10.8% | +13.5% | +15.9% |
| 1Y | +29.7% | +11.9% | +17.8% | +20.2% |
| 3Y | +144.9% | +73.0% | +71.9% | +72.2% |
| 5Y | +159.0% | +58.6% | +100.4% | +89.7% |
| 10Y | +250.9% | +219.2% | +31.7% | +68.3% |
| All | +804.3% | +355.4% | +448.8% | +226.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling