-86.1%
PRHI vs VT
+224.4%
-310.5%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.1% | 0.0% | +0.8% |
| 7D | -0.1% | -0.7% | +0.6% | +0.1% |
| 30D | -9.8% | -1.7% | -8.1% | -9.3% |
| 3M | +59.7% | -2.3% | +62.0% | +61.1% |
| 6M | +60.9% | +1.5% | +59.3% | +60.5% |
| YTD | +46.9% | +12.0% | +34.8% | +42.8% |
| 1Y | -8.9% | +12.9% | -21.8% | -11.6% |
| 3Y | +39.6% | +74.9% | -35.3% | +19.7% |
| 5Y | -58.9% | +59.9% | -118.9% | -64.3% |
| 10Y | -86.1% | +224.6% | -310.8% | -88.2% |
| All | -86.1% | +224.4% | -310.5% | -88.2% |
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