-99.4%
PMCB price history and return analytics
+221.8%
-321.1%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | -0.3% | -12.3% | -12.4% |
| 7D | -2.3% | +2.4% | -4.7% | -3.2% |
| 30D | +0.9% | -1.5% | +2.4% | +1.7% |
| 3M | -36.1% | -4.1% | -32.0% | -34.7% |
| 6M | -56.7% | +0.6% | -57.3% | -56.5% |
| YTD | -51.4% | +11.0% | -62.5% | -53.0% |
| 1Y | -55.5% | +13.3% | -68.8% | -57.2% |
| 3Y | -83.6% | +73.4% | -157.0% | -86.2% |
| 5Y | -87.6% | +57.4% | -145.0% | -89.4% |
| All | -99.4% | +221.8% | -321.1% | -99.7% |
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