-20.4%
PMTS price history and return analytics
+66.2%
-86.6%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.5% | +3.4% | +3.5% |
| 7D | +2.6% | +1.0% | +1.6% | +1.4% |
| 30D | +4.9% | -0.2% | +5.1% | +5.1% |
| 3M | +70.6% | +4.5% | +66.1% | +62.4% |
| 6M | +87.3% | +14.1% | +73.2% | +61.4% |
| YTD | +98.0% | +14.8% | +83.3% | +68.6% |
| 1Y | +106.9% | +21.2% | +85.7% | +66.7% |
| 3Y | +37.3% | +76.6% | -39.3% | -23.2% |
| 5Y | -20.4% | +66.6% | -87.0% | -48.1% |
| All | -20.4% | +66.2% | -86.6% | -48.1% |
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