+26.1%
PRS vs VT
+147.6%
-121.5%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.7% | +0.8% | +1.9% |
| 7D | +2.8% | -0.3% | +3.1% | +2.9% |
| 30D | +2.4% | -1.4% | +3.8% | +2.9% |
| 3M | -6.3% | -1.4% | -4.9% | -5.9% |
| 6M | -10.5% | +5.5% | -16.0% | -12.3% |
| YTD | -11.5% | +12.8% | -24.3% | -15.3% |
| 1Y | -12.6% | +15.4% | -28.1% | -17.1% |
| 3Y | +1.1% | +76.9% | -75.8% | -18.6% |
| 5Y | -3.4% | +60.4% | -63.8% | -19.8% |
| All | +26.1% | +147.6% | -121.5% | -18.9% |
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