-62.5%
PRZO vs VT
+13.3%
-75.7%
-73.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.1% | -1.6% | -2.7% |
| 7D | -2.4% | -0.7% | -1.7% | -1.1% |
| 30D | -17.0% | -1.7% | -15.3% | -13.7% |
| 3M | -18.1% | -2.3% | -15.8% | -13.7% |
| 6M | -13.6% | +1.5% | -15.1% | -14.8% |
| YTD | -40.1% | +12.0% | -52.2% | -52.8% |
| 1Y | -62.5% | +12.9% | -75.3% | -70.7% |
| All | -62.5% | +13.3% | -75.7% | -70.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling