-20.5%
PRVA vs VT
+57.4%
-77.8%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.6% | -2.1% | -2.2% |
| 7D | +15.3% | +0.4% | +15.0% | +14.3% |
| 30D | +17.7% | -2.6% | +20.3% | +20.4% |
| 3M | +9.3% | -3.2% | +12.5% | +12.5% |
| 6M | +6.4% | +0.9% | +5.5% | +3.7% |
| YTD | +3.5% | +11.3% | -7.8% | -10.3% |
| 1Y | +4.7% | +14.0% | -9.3% | -11.8% |
| 3Y | +12.2% | +75.8% | -63.6% | -45.8% |
| 5Y | -20.5% | +57.8% | -78.3% | -53.1% |
| All | -20.5% | +57.4% | -77.8% | -53.1% |
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