-77.6%
PMA price history and return analytics
+38.5%
-116.2%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.5% | -2.6% | -2.9% |
| 7D | -3.1% | +1.0% | -4.1% | -3.4% |
| 30D | -3.8% | -0.2% | -3.6% | -3.7% |
| 3M | -5.3% | +4.5% | -9.8% | -6.4% |
| 6M | +6.8% | +14.1% | -7.2% | +3.8% |
| YTD | +25.0% | +14.8% | +10.2% | +21.1% |
| 1Y | -47.5% | +21.2% | -68.7% | -49.8% |
| All | -77.6% | +38.5% | -116.2% | -75.3% |
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