-86.4%
PRFX vs VT
+10.7%
-97.1%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -4.1% | +3.3% | +7.5% |
| 7D | +1.2% | -4.2% | +5.3% | +10.0% |
| 30D | -13.8% | -5.8% | -8.0% | -2.6% |
| 3M | -31.0% | -5.2% | -25.8% | -23.7% |
| 6M | -60.7% | +0.1% | -60.8% | -59.8% |
| YTD | -76.4% | +8.2% | -84.6% | -78.4% |
| 1Y | -86.4% | +10.1% | -96.6% | -87.8% |
| All | -86.4% | +10.7% | -97.1% | -87.8% |
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 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