-99.8%
PRSO vs VT
+60.6%
-160.4%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.7% | -1.7% | -2.0% |
| 7D | -9.1% | -0.3% | -8.8% | -8.6% |
| 30D | -11.1% | -1.4% | -9.7% | -9.5% |
| 3M | -42.0% | -1.4% | -40.6% | -40.8% |
| 6M | -59.2% | +5.5% | -64.6% | -61.0% |
| YTD | -54.0% | +12.8% | -66.9% | -59.9% |
| 1Y | -67.7% | +15.4% | -83.2% | -72.6% |
| 3Y | -93.3% | +76.9% | -170.2% | -96.5% |
| 5Y | -99.8% | +60.4% | -160.3% | -99.9% |
| All | -99.8% | +60.6% | -160.4% | -99.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling