+170.6%
PMM price history and return analytics
+360.7%
-190.0%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.1% | +1.1% | +2.0% |
| 7D | +2.9% | -0.7% | +3.5% | +3.0% |
| 30D | +12.9% | -1.7% | +14.7% | +13.3% |
| 3M | +3.4% | -2.3% | +5.7% | +3.9% |
| 6M | +6.3% | +1.5% | +4.8% | +5.8% |
| YTD | +8.7% | +12.0% | -3.4% | +6.0% |
| 1Y | +12.1% | +12.9% | -0.7% | +9.2% |
| 3Y | +36.0% | +74.9% | -38.9% | +21.0% |
| 5Y | -1.2% | +59.9% | -61.1% | -11.1% |
| 10Y | +53.0% | +224.6% | -171.7% | +20.9% |
| All | +170.6% | +360.7% | -190.0% | +89.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling