-10.6%
PMT price history and return analytics
+65.7%
-76.3%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.6% | -1.3% | -1.4% |
| 7D | -0.9% | -0.1% | -0.8% | -0.8% |
| 30D | +0.4% | -0.7% | +1.1% | +1.1% |
| 3M | -3.1% | +4.0% | -7.1% | -6.7% |
| 6M | -14.6% | +12.3% | -26.9% | -23.9% |
| YTD | -19.3% | +14.0% | -33.3% | -29.1% |
| 1Y | -12.8% | +20.3% | -33.1% | -27.6% |
| 3Y | +6.5% | +75.4% | -69.0% | -40.5% |
| 5Y | -10.6% | +66.0% | -76.6% | -50.7% |
| All | -10.6% | +65.7% | -76.3% | -50.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling