-67.5%
PRHI vs VT
+66.2%
-133.7%
-87.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +40.5% |
| 6M | +32.2% | +12.0% | +20.2% | +27.7% |
| YTD | +61.3% | +15.3% | +46.0% | +54.9% |
| 1Y | +53.3% | +22.6% | +30.7% | +45.2% |
| 3Y | -26.3% | +74.7% | -101.0% | -38.3% |
| All | -67.5% | +66.2% | -133.7% | -73.1% |
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