-50.3%
PMTS price history and return analytics
+238.4%
-288.7%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +2.6% | -7.0% | -6.5% |
| 7D | -1.7% | +0.4% | -2.1% | -1.7% |
| 30D | -8.8% | -2.6% | -6.3% | -6.6% |
| 3M | -16.0% | -3.2% | -12.8% | -13.7% |
| 6M | +49.2% | +0.9% | +48.3% | +48.7% |
| YTD | +58.6% | +11.3% | +47.3% | +46.2% |
| 1Y | +68.7% | +14.0% | +54.7% | +52.8% |
| 3Y | +83.0% | +75.8% | +7.2% | +25.3% |
| 5Y | +0.3% | +57.8% | -57.6% | -26.8% |
| 10Y | -3.8% | +219.8% | -223.6% | -53.3% |
| All | -50.3% | +238.4% | -288.7% | -76.4% |
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