-35.9%
PRCT vs VT
+10.7%
-46.6%
-53.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -4.1% | -2.3% | -3.5% |
| 7D | -0.1% | -4.2% | +4.0% | +3.1% |
| 30D | +15.8% | -5.8% | +21.6% | +20.7% |
| 3M | +4.8% | -5.2% | +10.1% | +8.9% |
| 6M | -19.5% | +0.1% | -19.6% | -20.7% |
| YTD | -35.6% | +8.2% | -43.8% | -40.9% |
| 1Y | -35.9% | +10.1% | -46.0% | -42.7% |
| All | -35.9% | +10.7% | -46.6% | -42.7% |
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 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