+76.8%
PTMC price history and return analytics
+214.9%
-138.1%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.2% | 0.0% |
| 7D | +2.3% | +2.4% | -0.1% | +1.3% |
| 30D | +1.9% | -1.5% | +3.4% | +2.6% |
| 3M | -5.9% | -4.1% | -1.7% | -4.1% |
| 6M | +1.0% | +0.6% | +0.4% | +0.8% |
| YTD | +12.1% | +11.0% | +1.1% | +7.5% |
| 1Y | +15.5% | +13.3% | +2.2% | +9.9% |
| 3Y | +36.5% | +73.4% | -36.9% | +10.3% |
| 5Y | +14.1% | +57.4% | -43.3% | -4.8% |
| 10Y | +73.5% | +221.7% | -148.2% | +10.0% |
| All | +76.8% | +214.9% | -138.1% | +18.1% |
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 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