+1,718.1%
PRI vs VT
+415.0%
+1,303.2%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.7% | -0.7% |
| 7D | +1.8% | +0.4% | +1.4% | +1.3% |
| 30D | -7.4% | +1.0% | -8.4% | -8.4% |
| 3M | +15.1% | +2.4% | +12.7% | +11.5% |
| 6M | +13.6% | +12.0% | +1.6% | -0.1% |
| YTD | +15.9% | +15.3% | +0.6% | -1.3% |
| 1Y | +9.8% | +22.6% | -12.8% | -12.6% |
| 3Y | +51.1% | +74.7% | -23.5% | -17.5% |
| 5Y | +109.5% | +66.1% | +43.4% | +20.4% |
| 10Y | +477.9% | +225.0% | +252.9% | +75.9% |
| All | +1,718.1% | +415.0% | +1,303.2% | +300.8% |
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