+851.7%
PRMB vs VT
+374.2%
+477.5%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.4% |
| 7D | -4.3% | +0.4% | -4.8% | -4.7% |
| 30D | -12.7% | +1.0% | -13.6% | -13.4% |
| 3M | -3.9% | +2.4% | -6.3% | -5.9% |
| 6M | -1.3% | +12.0% | -13.3% | -10.1% |
| YTD | +36.7% | +15.3% | +21.3% | +21.3% |
| 1Y | -10.4% | +22.6% | -33.0% | -24.3% |
| 3Y | +57.9% | +74.7% | -16.8% | -1.9% |
| 5Y | +40.6% | +66.1% | -25.6% | -9.1% |
| 10Y | +65.6% | +225.0% | -159.4% | -37.5% |
| All | +851.7% | +374.2% | +477.5% | +190.1% |
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 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