+69.5%
PR vs VT
+23.3%
+46.2%
-19.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | 0.0% | -1.6% | -1.6% |
| 7D | +2.9% | +0.4% | +2.5% | +3.1% |
| 30D | +18.0% | +1.0% | +17.1% | +18.4% |
| 3M | +16.9% | +2.4% | +14.5% | +18.1% |
| 6M | +28.2% | +12.0% | +16.2% | +33.9% |
| YTD | +69.3% | +15.3% | +54.0% | +74.7% |
| 1Y | +69.5% | +22.6% | +46.9% | +82.1% |
| All | +69.5% | +23.3% | +46.2% | +82.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling