-94.7%
PMI price history and return analytics
+13.3%
-108.0%
-98.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | 0.0% | -9.4% | -9.4% |
| 7D | +13.9% | -1.6% | +15.5% | +16.7% |
| 30D | +34.6% | -2.5% | +37.1% | +40.8% |
| 3M | +51.7% | -1.3% | +53.0% | +57.1% |
| 6M | -64.6% | +3.1% | -67.6% | -63.9% |
| YTD | -91.1% | +10.9% | -102.0% | -91.4% |
| All | -94.7% | +13.3% | -108.0% | -95.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling