-86.3%
PRE vs VT
+61.7%
-148.0%
-97.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.2% | -1.3% | -1.2% |
| 7D | -10.2% | -2.3% | -7.9% | -9.3% |
| 30D | -29.1% | -5.0% | -24.1% | -27.2% |
| 3M | -10.8% | -4.9% | -5.9% | -8.5% |
| 6M | +0.3% | -1.5% | +1.8% | +1.5% |
| YTD | +1.2% | +8.5% | -7.3% | -1.2% |
| 1Y | +29.1% | +11.4% | +17.7% | +25.0% |
| 3Y | +231.0% | +70.1% | +161.0% | +168.4% |
| 5Y | -86.2% | +53.7% | -139.9% | -89.1% |
| All | -86.3% | +61.7% | -148.0% | -89.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling