+29.9%
PRVS vs VT
+27.9%
+2.0%
-17.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -4.1% | +0.8% | +0.4% |
| 7D | -1.3% | -4.2% | +2.9% | +2.5% |
| 30D | -1.7% | -5.8% | +4.1% | +3.7% |
| 3M | -3.7% | -5.2% | +1.5% | +1.0% |
| 6M | +6.2% | +0.1% | +6.1% | +5.6% |
| YTD | +15.0% | +8.2% | +6.8% | +6.1% |
| 1Y | +18.6% | +10.1% | +8.4% | +7.5% |
| All | +29.9% | +27.9% | +2.0% | +0.6% |
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