-98.6%
PMI price history and return analytics
+18.7%
-117.4%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.9% | +0.9% | +1.4% |
| 7D | -1.8% | -2.0% | +0.2% | +1.4% |
| 30D | +21.5% | -1.4% | +22.9% | +26.4% |
| 3M | -58.2% | +4.7% | -62.9% | -59.9% |
| 6M | -92.8% | +11.4% | -104.1% | -92.9% |
| YTD | -95.0% | +13.1% | -108.0% | -95.0% |
| 1Y | -98.6% | +19.0% | -117.7% | -98.8% |
| All | -98.6% | +18.7% | -117.4% | -98.8% |
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