-1.4%
PML price history and return analytics
+224.4%
-225.7%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.1% | -1.3% | -0.6% |
| 7D | -1.2% | -0.7% | -0.5% | -0.9% |
| 30D | +5.5% | -1.7% | +7.3% | +6.1% |
| 3M | -6.3% | -2.3% | -4.0% | -5.6% |
| 6M | -7.2% | +1.5% | -8.7% | -7.8% |
| YTD | -3.8% | +12.0% | -15.9% | -8.0% |
| 1Y | -7.6% | +12.9% | -20.5% | -11.8% |
| 3Y | +6.8% | +74.9% | -68.1% | -13.9% |
| 5Y | -34.5% | +59.9% | -94.4% | -45.8% |
| 10Y | -1.4% | +224.6% | -226.0% | -42.3% |
| All | -1.4% | +224.4% | -225.7% | -42.3% |
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 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