-10.2%
PRVA vs VT
+76.1%
-86.3%
-67.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | -0.6% | +0.4% | -1.1% | -1.1% |
| 30D | -13.8% | +1.0% | -14.7% | -14.7% |
| 3M | -3.3% | +2.4% | -5.7% | -6.3% |
| 6M | -15.0% | +12.0% | -27.0% | -25.8% |
| YTD | -12.9% | +15.3% | -28.2% | -26.6% |
| 1Y | -10.6% | +22.6% | -33.2% | -29.9% |
| 3Y | -21.4% | +74.7% | -96.1% | -60.3% |
| 5Y | -35.5% | +66.1% | -101.7% | -65.2% |
| All | -10.2% | +76.1% | -86.3% | -51.0% |
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 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