+231.0%
PRE vs VT
+69.7%
+161.3%
-51.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.2% | -1.3% | -1.2% |
| 7D | -10.2% | -2.3% | -7.9% | -9.2% |
| 30D | -29.1% | -5.0% | -24.1% | -27.1% |
| 3M | -10.8% | -4.9% | -5.9% | -8.4% |
| 6M | +0.3% | -1.5% | +1.8% | +1.6% |
| YTD | +1.2% | +8.5% | -7.3% | +0.1% |
| 1Y | +29.1% | +11.4% | +17.7% | +27.4% |
| 3Y | +231.0% | +70.1% | +161.0% | +164.1% |
| All | +231.0% | +69.7% | +161.3% | +164.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling