+28.5%
PRFD vs VT
+73.6%
-45.1%
-4.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | -0.1% | -1.6% | +1.5% | +0.1% |
| 30D | +0.9% | -2.5% | +3.4% | +1.2% |
| 3M | -2.3% | -1.3% | -1.0% | -2.2% |
| 6M | -2.1% | +3.1% | -5.2% | -2.4% |
| YTD | -1.0% | +10.9% | -11.9% | -2.0% |
| 1Y | -0.6% | +12.1% | -12.7% | -1.7% |
| All | +28.5% | +73.6% | -45.1% | +18.8% |
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