-11.6%
PMT price history and return analytics
+74.1%
-85.7%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +2.6% | -0.7% | 0.0% |
| 7D | -0.4% | +0.4% | -0.7% | -0.7% |
| 30D | +8.7% | -2.6% | +11.3% | +10.7% |
| 3M | -12.7% | -3.2% | -9.4% | -10.5% |
| 6M | -20.3% | +0.9% | -21.3% | -21.0% |
| YTD | -27.8% | +11.3% | -39.1% | -33.9% |
| 1Y | -23.1% | +14.0% | -37.1% | -31.1% |
| 3Y | -11.6% | +75.8% | -87.4% | -51.8% |
| All | -11.6% | +74.1% | -85.7% | -51.8% |
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