-85.8%
PRHI vs VT
+222.7%
-308.5%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | 0.0% | +6.6% | +6.6% |
| 7D | +19.5% | +0.4% | +19.1% | +19.4% |
| 30D | +59.4% | +1.0% | +58.4% | +59.1% |
| 3M | +41.5% | +2.4% | +39.1% | +40.6% |
| 6M | +32.2% | +12.0% | +20.2% | +28.1% |
| YTD | +61.3% | +15.3% | +46.0% | +55.3% |
| 1Y | +53.3% | +22.6% | +30.7% | +45.4% |
| 3Y | -26.3% | +74.7% | -101.0% | -37.1% |
| 5Y | -67.9% | +66.1% | -134.0% | -72.4% |
| All | -85.8% | +222.7% | -308.5% | -89.0% |
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