-86.9%
PRZO vs VT
+60.0%
-147.0%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.2% | -2.1% | -2.1% |
| 7D | -4.5% | -2.3% | -2.2% | -2.3% |
| 30D | -24.1% | -5.0% | -19.1% | -20.3% |
| 3M | -13.4% | -4.9% | -8.6% | -8.9% |
| 6M | -31.9% | -1.5% | -30.3% | -29.8% |
| YTD | -42.3% | +8.5% | -50.8% | -44.3% |
| 1Y | -61.8% | +11.4% | -73.2% | -63.5% |
| 3Y | -66.4% | +70.1% | -136.5% | -74.5% |
| All | -86.9% | +60.0% | -147.0% | -90.6% |
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 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