+9.4%
PRMR vs VT
+9.4%
0.0%
-9.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.2% | +0.4% | +0.4% |
| 7D | -3.5% | -2.3% | -1.2% | -1.3% |
| 30D | -6.1% | -5.0% | -1.1% | -1.6% |
| 3M | -4.1% | -4.9% | +0.7% | +0.3% |
| 6M | +5.7% | -1.5% | +7.3% | +7.4% |
| YTD | +9.7% | +8.5% | +1.2% | +2.9% |
| All | +9.4% | +9.4% | 0.0% | +1.8% |
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 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