+148.6%
PMT price history and return analytics
+493.9%
-345.3%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +1.1% | -6.4% | -6.2% |
| 7D | -9.9% | -0.7% | -9.2% | -9.5% |
| 30D | +5.8% | -1.7% | +7.6% | +7.2% |
| 3M | -16.8% | -2.3% | -14.5% | -15.3% |
| 6M | -24.2% | +1.5% | -25.7% | -25.5% |
| YTD | -32.7% | +12.0% | -44.7% | -39.4% |
| 1Y | -29.8% | +12.9% | -42.7% | -37.4% |
| 3Y | -18.3% | +74.9% | -93.3% | -50.7% |
| 5Y | -24.7% | +59.9% | -84.6% | -50.7% |
| 10Y | +45.4% | +224.6% | -179.3% | -41.6% |
| All | +148.6% | +493.9% | -345.3% | -30.3% |
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