-43.4%
PRTH vs VT
+227.1%
-270.4%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | 0.0% | +2.4% | +2.4% |
| 7D | +3.2% | +0.4% | +2.7% | +2.6% |
| 30D | -16.7% | +1.0% | -17.6% | -17.8% |
| 3M | -8.4% | +2.4% | -10.8% | -11.6% |
| 6M | -3.1% | +12.0% | -15.1% | -17.2% |
| YTD | +1.8% | +15.3% | -13.5% | -16.3% |
| 1Y | -29.5% | +22.6% | -52.1% | -46.0% |
| 3Y | +49.6% | +74.7% | -25.1% | -24.7% |
| 5Y | +3.2% | +66.1% | -63.0% | -45.0% |
| All | -43.4% | +227.1% | -270.4% | -81.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling