+271.1%
PR vs VT
+57.9%
+213.2%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | 0.0% | -2.3% | -2.3% |
| 7D | -5.7% | -1.6% | -4.1% | -4.1% |
| 30D | +8.5% | -2.5% | +11.0% | +11.4% |
| 3M | +15.6% | -1.3% | +16.9% | +16.5% |
| 6M | +10.2% | +3.1% | +7.2% | +4.1% |
| YTD | +75.1% | +10.9% | +64.2% | +48.2% |
| 1Y | +96.9% | +12.1% | +84.9% | +63.8% |
| 3Y | +82.7% | +73.9% | +8.8% | -17.7% |
| All | +271.1% | +57.9% | +213.2% | +122.7% |
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