-99.1%
PMCB price history and return analytics
+217.6%
-316.8%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.7% | -1.0% |
| 7D | +18.2% | -0.1% | +18.4% | +18.5% |
| 30D | -0.6% | -3.1% | +2.5% | +0.9% |
| 3M | -26.4% | -3.5% | -22.9% | -25.0% |
| 6M | -46.8% | +0.5% | -47.3% | -46.5% |
| YTD | -44.5% | +10.8% | -55.2% | -46.2% |
| 1Y | -54.3% | +11.9% | -66.2% | -55.9% |
| 3Y | -81.5% | +73.0% | -154.4% | -84.4% |
| 5Y | -85.7% | +58.6% | -144.3% | -87.8% |
| 10Y | -99.1% | +219.2% | -318.3% | -99.6% |
| All | -99.1% | +217.6% | -316.8% | -99.6% |
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 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