-12.9%
PRVA vs VT
+53.2%
-66.0%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | -4.1% | +10.9% | +11.2% |
| 7D | +8.8% | -4.2% | +13.0% | +13.4% |
| 30D | +18.0% | -5.8% | +23.8% | +25.2% |
| 3M | -0.1% | -5.2% | +5.2% | +5.1% |
| 6M | -1.4% | +0.1% | -1.6% | -3.4% |
| YTD | +1.0% | +8.2% | -7.3% | -9.8% |
| 1Y | -4.3% | +10.1% | -14.4% | -16.3% |
| 3Y | +1.8% | +69.7% | -67.9% | -49.0% |
| 5Y | -12.9% | +53.4% | -66.2% | -46.0% |
| All | -12.9% | +53.2% | -66.0% | -46.0% |
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