-45.7%
PRCT vs VT
+69.1%
-114.8%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | 0.0% | +6.5% | +6.5% |
| 7D | +9.3% | +0.4% | +8.8% | +8.6% |
| 30D | +17.7% | +1.0% | +16.7% | +16.2% |
| 3M | -15.7% | +2.4% | -18.1% | -19.1% |
| 6M | -14.3% | +12.0% | -26.3% | -27.4% |
| YTD | -27.7% | +15.3% | -43.0% | -41.2% |
| 1Y | -40.6% | +22.6% | -63.2% | -55.6% |
| 3Y | -33.4% | +74.7% | -108.0% | -69.8% |
| All | -45.7% | +69.1% | -114.8% | -70.7% |
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