+1.1%
PRME vs VT
+10.7%
-9.5%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.5% | -4.1% | -6.4% | -0.8% |
| 7D | -15.1% | -4.2% | -10.9% | -5.3% |
| 30D | +27.1% | -5.8% | +32.9% | +48.0% |
| 3M | +44.5% | -5.2% | +49.7% | +67.6% |
| 6M | +31.3% | +0.1% | +31.1% | +37.6% |
| YTD | +28.2% | +8.2% | +20.0% | +19.5% |
| 1Y | +1.1% | +10.1% | -9.0% | -6.4% |
| All | +1.1% | +10.7% | -9.5% | -6.4% |
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