+7.0%
PMTS price history and return analytics
+222.7%
-215.6%
-98.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.6% | -2.2% | -2.3% |
| 7D | -2.6% | -0.1% | -2.4% | -2.5% |
| 30D | -1.2% | -0.7% | -0.5% | -0.7% |
| 3M | +52.9% | +4.0% | +48.9% | +48.4% |
| 6M | +82.4% | +12.3% | +70.1% | +66.9% |
| YTD | +92.4% | +14.0% | +78.4% | +73.5% |
| 1Y | +91.9% | +20.3% | +71.6% | +66.9% |
| 3Y | +33.4% | +75.4% | -42.0% | -9.3% |
| 5Y | -12.5% | +66.0% | -78.4% | -38.5% |
| 10Y | +7.0% | +228.2% | -221.2% | -47.9% |
| All | +7.0% | +222.7% | -215.6% | -47.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling