-86.4%
PRZO vs VT
+63.4%
-149.8%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.5% | -1.0% | -1.0% |
| 7D | -2.1% | -0.1% | -1.9% | -1.9% |
| 30D | -20.4% | -3.1% | -17.3% | -17.8% |
| 3M | -10.2% | -3.5% | -6.7% | -6.7% |
| 6M | -23.0% | +0.5% | -23.5% | -22.1% |
| YTD | -39.9% | +10.8% | -50.7% | -43.1% |
| 1Y | -64.8% | +11.9% | -76.7% | -66.7% |
| 3Y | -57.8% | +73.0% | -130.8% | -68.3% |
| All | -86.4% | +63.4% | -149.8% | -90.4% |
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