+81.5%
PMTS price history and return analytics
+13.3%
+68.3%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +1.1% | +2.2% | +2.3% |
| 7D | -10.3% | -0.7% | -9.6% | -9.2% |
| 30D | -0.6% | -1.7% | +1.1% | +1.4% |
| 3M | -16.9% | -2.3% | -14.6% | -14.9% |
| 6M | +65.7% | +1.5% | +64.2% | +65.8% |
| YTD | +72.6% | +12.0% | +60.6% | +54.5% |
| 1Y | +81.5% | +12.9% | +68.6% | +61.0% |
| All | +81.5% | +13.3% | +68.3% | +61.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling