+37.3%
PRSU vs VT
+215.5%
-178.3%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.2% | +0.7% | +0.6% |
| 7D | -1.1% | -2.3% | +1.2% | +2.1% |
| 30D | +3.9% | -5.0% | +8.9% | +11.3% |
| 3M | +14.5% | -4.9% | +19.3% | +22.2% |
| 6M | +30.2% | -1.5% | +31.8% | +31.5% |
| YTD | +62.0% | +8.5% | +53.5% | +42.2% |
| 1Y | +67.9% | +11.4% | +56.5% | +41.9% |
| 3Y | +90.9% | +70.1% | +20.8% | -11.8% |
| 5Y | +7.0% | +53.7% | -46.7% | -41.5% |
| All | +37.3% | +215.5% | -178.3% | -67.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling