+43.5%
PMT price history and return analytics
+221.8%
-178.3%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.3% | +3.2% | +3.2% |
| 7D | -5.1% | +2.4% | -7.4% | -7.5% |
| 30D | +8.4% | -1.5% | +9.9% | +9.9% |
| 3M | -17.3% | -4.1% | -13.2% | -13.6% |
| 6M | -22.4% | +0.6% | -22.9% | -23.3% |
| YTD | -32.7% | +11.0% | -43.8% | -40.8% |
| 1Y | -29.8% | +13.3% | -43.2% | -39.7% |
| 3Y | -18.1% | +73.4% | -91.5% | -57.5% |
| 5Y | -23.8% | +57.4% | -81.2% | -55.7% |
| All | +43.5% | +221.8% | -178.3% | -58.5% |
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