-82.0%
PRTA vs VT
+224.5%
-306.5%
-94.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | 0.0% | +2.3% | +2.3% |
| 7D | +5.3% | +0.4% | +4.8% | +4.5% |
| 30D | +15.7% | +1.0% | +14.7% | +14.1% |
| 3M | +6.2% | +2.4% | +3.8% | +2.2% |
| 6M | -0.4% | +12.0% | -12.4% | -15.4% |
| YTD | +2.8% | +15.3% | -12.5% | -16.2% |
| 1Y | +19.6% | +22.6% | -3.0% | -10.4% |
| 3Y | -82.2% | +74.7% | -156.9% | -92.0% |
| 5Y | -86.2% | +66.1% | -152.4% | -93.2% |
| All | -82.0% | +224.5% | -306.5% | -96.6% |
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