+43.6%
PRFZ vs VT
+57.9%
-14.3%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | -0.4% | -1.6% | +1.2% | +1.4% |
| 30D | +0.1% | -2.5% | +2.6% | +3.0% |
| 3M | -2.4% | -1.3% | -1.1% | -0.9% |
| 6M | +5.2% | +3.1% | +2.1% | +1.4% |
| YTD | +16.8% | +10.9% | +5.8% | +3.4% |
| 1Y | +18.6% | +12.1% | +6.5% | +3.9% |
| 3Y | +68.5% | +73.9% | -5.4% | -9.5% |
| All | +43.6% | +57.9% | -14.3% | -13.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling