+1,650.0%
PRI vs VT
+403.8%
+1,246.2%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.7% | -0.2% | -0.2% |
| 7D | +2.0% | -0.3% | +2.3% | +2.3% |
| 30D | +2.4% | -1.4% | +3.8% | +3.8% |
| 3M | -10.2% | -1.4% | -8.8% | -9.1% |
| 6M | +6.0% | +5.5% | +0.6% | -0.7% |
| YTD | +11.6% | +12.8% | -1.3% | -3.1% |
| 1Y | +11.1% | +15.4% | -4.3% | -5.9% |
| 3Y | +45.3% | +76.9% | -31.6% | -22.0% |
| 5Y | +75.9% | +60.4% | +15.5% | +4.6% |
| 10Y | +508.9% | +232.8% | +276.1% | +81.7% |
| All | +1,650.0% | +403.8% | +1,246.2% | +293.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling