-77.9%
PMVP price history and return analytics
+76.6%
-154.5%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -0.5% | +4.4% | +4.4% |
| 7D | +3.9% | +1.0% | +2.9% | +2.8% |
| 30D | +12.6% | -0.2% | +12.8% | +12.7% |
| 3M | +22.9% | +4.5% | +18.4% | +17.0% |
| 6M | -18.3% | +14.1% | -32.3% | -29.3% |
| YTD | +7.2% | +14.8% | -7.6% | -8.0% |
| 1Y | -4.3% | +21.2% | -25.5% | -22.7% |
| 3Y | -77.9% | +76.6% | -154.5% | -93.1% |
| All | -77.9% | +76.6% | -154.5% | -93.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling