-21.6%
PRCH vs VT
+66.2%
-87.8%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.6% | -0.6% |
| 7D | +3.1% | +0.4% | +2.7% | +1.9% |
| 30D | +13.8% | +1.0% | +12.9% | +11.0% |
| 3M | +85.9% | +2.4% | +83.5% | +74.7% |
| 6M | +118.5% | +12.0% | +106.5% | +60.4% |
| YTD | +96.5% | +15.3% | +81.2% | +33.2% |
| 1Y | -0.1% | +22.6% | -22.6% | -42.4% |
| 3Y | +2,136.9% | +74.7% | +2,062.2% | +465.1% |
| All | -21.6% | +66.2% | -87.8% | -74.1% |
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 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