-99.1%
PRFX vs VT
+73.6%
-172.7%
-99.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | 0.0% | -5.2% | -5.3% |
| 7D | -6.3% | -1.6% | -4.7% | -3.7% |
| 30D | -22.7% | -2.5% | -20.2% | -19.2% |
| 3M | -28.9% | -1.3% | -27.6% | -27.5% |
| 6M | -62.4% | +3.1% | -65.5% | -63.6% |
| YTD | -77.9% | +10.9% | -88.8% | -80.7% |
| 1Y | -87.7% | +12.1% | -99.8% | -89.4% |
| All | -99.1% | +73.6% | -172.7% | -99.7% |
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 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