+28.3%
PRSU vs VT
+222.7%
-194.4%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.6% | -2.9% | -2.6% |
| 7D | -0.3% | +2.9% | -3.2% | -4.1% |
| 30D | -0.2% | -2.5% | +2.3% | +3.3% |
| 3M | +15.7% | -3.3% | +19.0% | +20.9% |
| 6M | +29.3% | +1.5% | +27.8% | +25.2% |
| YTD | +60.0% | +11.4% | +48.6% | +35.6% |
| 1Y | +57.4% | +11.9% | +45.5% | +32.3% |
| 3Y | +77.1% | +73.9% | +3.2% | -20.6% |
| 5Y | +13.1% | +57.9% | -44.8% | -40.4% |
| All | +28.3% | +222.7% | -194.4% | -72.8% |
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