+52.2%
PRI vs VT
+75.3%
-23.1%
-19.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +2.6% | +0.4% | +1.3% |
| 7D | +5.5% | +0.4% | +5.2% | +5.1% |
| 30D | +8.7% | -2.6% | +11.3% | +10.4% |
| 3M | -6.5% | -3.2% | -3.3% | -4.7% |
| 6M | +9.9% | +0.9% | +9.0% | +8.1% |
| YTD | +17.3% | +11.3% | +6.0% | +6.2% |
| 1Y | +20.5% | +14.0% | +6.5% | +6.7% |
| All | +52.2% | +75.3% | -23.1% | +4.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling