+100.1%
PR vs VT
+13.3%
+86.8%
-19.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | 0.0% | -2.3% | -2.3% |
| 7D | -5.7% | -1.6% | -4.1% | -6.5% |
| 30D | +8.5% | -2.5% | +11.0% | +7.2% |
| 3M | +15.6% | -1.3% | +16.9% | +15.0% |
| 6M | +10.2% | +3.1% | +7.2% | +12.4% |
| YTD | +75.1% | +10.9% | +64.2% | +85.2% |
| All | +100.1% | +13.3% | +86.8% | +113.2% |
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