+2.1%
PMTR price history and return analytics
+29.0%
-26.9%
-3.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.9% | +0.8% | 0.0% |
| 7D | -0.1% | -2.0% | +1.9% | 0.0% |
| 30D | +0.1% | -1.4% | +1.5% | +0.2% |
| 3M | +0.1% | +4.7% | -4.6% | -0.2% |
| 6M | +0.9% | +11.4% | -10.5% | 0.0% |
| YTD | +1.3% | +13.1% | -11.8% | 0.0% |
| 1Y | +1.6% | +19.0% | -17.5% | -0.1% |
| All | +2.1% | +29.0% | -26.9% | +1.5% |
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 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