+5.4%
PRH vs VT
+87.4%
-82.1%
-17.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +1.7% | +1.0% | +2.3% |
| 7D | +2.7% | -0.3% | +3.0% | +2.8% |
| 30D | +2.2% | -1.4% | +3.7% | +2.6% |
| 3M | -4.2% | -1.4% | -2.8% | -3.9% |
| 6M | -8.7% | +5.5% | -14.1% | -9.9% |
| YTD | -10.4% | +12.8% | -23.2% | -13.1% |
| 1Y | -10.0% | +15.4% | -25.5% | -13.2% |
| 3Y | +1.9% | +76.9% | -75.0% | -12.7% |
| All | +5.4% | +87.4% | -82.1% | -12.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling