+128.5%
PRIM vs VT
+76.6%
+51.9%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +1.7% | -15.7% | -16.8% |
| 7D | -7.2% | -0.3% | -6.9% | -7.1% |
| 30D | -15.0% | -1.4% | -13.6% | -13.1% |
| 3M | -24.6% | -1.4% | -23.2% | -22.9% |
| 6M | -63.0% | +5.5% | -68.5% | -66.6% |
| YTD | -44.7% | +12.8% | -57.6% | -55.1% |
| 1Y | -46.4% | +15.4% | -61.8% | -57.9% |
| All | +128.5% | +76.6% | +51.9% | -4.7% |
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