-95.3%
PMVP price history and return analytics
+63.7%
-159.0%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -0.9% | +5.6% | +5.8% |
| 7D | +16.1% | -2.0% | +18.1% | +19.1% |
| 30D | +10.8% | -1.4% | +12.2% | +12.5% |
| 3M | +35.8% | +4.7% | +31.1% | +27.0% |
| 6M | -11.1% | +11.4% | -22.5% | -23.9% |
| YTD | +15.2% | +13.1% | +2.1% | -3.7% |
| 1Y | +13.4% | +19.0% | -5.6% | -11.8% |
| 3Y | -76.2% | +73.9% | -150.2% | -89.9% |
| 5Y | -95.3% | +65.4% | -160.7% | -97.8% |
| All | -95.3% | +63.7% | -159.0% | -97.8% |
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