+131.8%
PRLD vs VT
+15.2%
+116.6%
-51.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.9% | +1.7% | +6.2% | +5.4% |
| 7D | -1.4% | -0.3% | -1.1% | -0.9% |
| 30D | +8.2% | -1.4% | +9.7% | +10.8% |
| 3M | -9.7% | -1.4% | -8.3% | -7.5% |
| 6M | -13.9% | +5.5% | -19.4% | -20.2% |
| YTD | +40.7% | +12.8% | +27.9% | +26.1% |
| 1Y | +131.8% | +15.4% | +116.4% | +107.1% |
| All | +131.8% | +15.2% | +116.6% | +107.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling