+166.6%
PMT price history and return analytics
+490.0%
-323.4%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +2.6% | -0.7% | -0.3% |
| 7D | -0.4% | +0.4% | -0.7% | -0.8% |
| 30D | +8.7% | -2.6% | +11.3% | +11.0% |
| 3M | -12.7% | -3.2% | -9.4% | -10.2% |
| 6M | -20.3% | +0.9% | -21.3% | -21.2% |
| YTD | -27.8% | +11.3% | -39.1% | -34.7% |
| 1Y | -23.1% | +14.0% | -37.1% | -31.9% |
| 3Y | -11.6% | +75.8% | -87.4% | -46.8% |
| 5Y | -18.3% | +57.8% | -76.1% | -45.9% |
| 10Y | +56.1% | +219.8% | -163.7% | -36.6% |
| All | +166.6% | +490.0% | -323.4% | -24.7% |
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 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