-48.0%
PMTS price history and return analytics
+229.9%
-277.8%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.2% | -1.6% | -1.6% |
| 7D | -6.8% | -2.3% | -4.5% | -4.6% |
| 30D | -3.6% | -5.0% | +1.3% | +0.8% |
| 3M | -0.4% | -4.9% | +4.5% | +4.1% |
| 6M | +60.6% | -1.5% | +62.1% | +63.4% |
| YTD | +65.9% | +8.5% | +57.5% | +56.3% |
| 1Y | +71.3% | +11.4% | +59.9% | +58.3% |
| 3Y | +53.2% | +70.1% | -16.9% | +7.7% |
| 5Y | +7.8% | +53.7% | -45.9% | -19.5% |
| 10Y | +4.8% | +220.0% | -215.2% | -49.0% |
| All | -48.0% | +229.9% | -277.8% | -74.7% |
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