+14.7%
PRSU vs VT
+57.0%
-42.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.3% | +0.9% | +0.9% |
| 7D | -0.7% | +2.4% | -3.0% | -3.5% |
| 30D | +1.6% | -1.5% | +3.1% | +3.5% |
| 3M | +14.9% | -4.1% | +19.0% | +20.9% |
| 6M | +28.4% | +0.6% | +27.9% | +26.3% |
| YTD | +60.9% | +11.0% | +49.9% | +38.5% |
| 1Y | +60.1% | +13.3% | +46.8% | +34.0% |
| 3Y | +76.1% | +73.4% | +2.7% | -16.1% |
| All | +14.7% | +57.0% | -42.3% | -31.9% |
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