-98.1%
PMI price history and return analytics
+22.2%
-120.3%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -0.5% | -5.0% | -4.7% |
| 7D | +11.7% | +1.0% | +10.6% | +10.0% |
| 30D | +25.7% | -0.2% | +25.9% | +28.1% |
| 3M | -67.3% | +4.5% | -71.9% | -68.3% |
| 6M | -92.0% | +14.1% | -106.1% | -92.4% |
| YTD | -95.1% | +14.8% | -109.8% | -95.3% |
| 1Y | -98.7% | +21.2% | -119.9% | -98.8% |
| All | -98.1% | +22.2% | -120.3% | -98.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling