-87.5%
PRHI vs VT
+223.7%
-311.2%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.6% | -0.9% | +0.9% |
| 7D | -1.3% | +0.4% | -1.6% | -1.3% |
| 30D | -14.4% | -2.6% | -11.8% | -13.7% |
| 3M | +52.5% | -3.2% | +55.7% | +54.3% |
| 6M | +53.5% | +0.9% | +52.5% | +53.4% |
| YTD | +42.1% | +11.3% | +30.7% | +38.4% |
| 1Y | -11.2% | +14.0% | -25.2% | -13.9% |
| 3Y | +26.4% | +75.8% | -49.4% | +8.1% |
| 5Y | -63.2% | +57.8% | -121.1% | -67.9% |
| 10Y | -87.5% | +219.8% | -307.3% | -89.9% |
| All | -87.5% | +223.7% | -311.2% | -89.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling