+22.6%
PMO price history and return analytics
+229.8%
-207.2%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.9% | -1.0% | -0.4% |
| 7D | -3.6% | -1.1% | -2.5% | -3.2% |
| 30D | -5.7% | -1.0% | -4.7% | -5.4% |
| 3M | -5.8% | +3.2% | -9.0% | -6.7% |
| 6M | -5.0% | +12.5% | -17.5% | -8.4% |
| YTD | -5.7% | +14.1% | -19.7% | -9.4% |
| 1Y | -1.2% | +18.9% | -20.1% | -6.3% |
| 3Y | +16.0% | +74.1% | -58.1% | -2.3% |
| 5Y | -13.4% | +66.9% | -80.2% | -26.7% |
| All | +22.6% | +229.8% | -207.2% | -21.6% |
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