+122.9%
PRTH vs VT
+69.4%
+53.6%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.1% | +3.4% | +6.0% |
| 7D | +0.3% | -4.2% | +4.4% | +7.0% |
| 30D | +1.2% | -5.8% | +7.0% | +10.9% |
| 3M | +18.2% | -5.2% | +23.4% | +28.7% |
| 6M | +50.5% | +0.1% | +50.3% | +48.1% |
| YTD | +44.4% | +8.2% | +36.2% | +23.2% |
| 1Y | +13.4% | +10.1% | +3.3% | -5.4% |
| All | +122.9% | +69.4% | +53.6% | -43.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling