+35.1%
PRSU vs VT
+217.6%
-182.6%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.5% | -2.5% | -2.3% |
| 7D | -1.0% | -0.1% | -0.9% | -0.8% |
| 30D | +4.9% | -3.1% | +8.0% | +9.4% |
| 3M | +21.2% | -3.5% | +24.7% | +27.0% |
| 6M | +31.2% | +0.5% | +30.8% | +28.9% |
| YTD | +64.9% | +10.8% | +54.1% | +40.7% |
| 1Y | +63.8% | +11.9% | +51.9% | +37.7% |
| 3Y | +82.5% | +73.0% | +9.6% | -17.6% |
| 5Y | +13.7% | +58.6% | -45.0% | -40.6% |
| 10Y | +35.1% | +219.2% | -184.1% | -70.0% |
| All | +35.1% | +217.6% | -182.6% | -70.0% |
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