-86.7%
PRZO vs VT
+59.6%
-146.3%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -4.1% | -0.1% | -0.3% |
| 7D | -5.0% | -4.2% | -0.8% | -1.0% |
| 30D | -24.1% | -5.8% | -18.3% | -19.6% |
| 3M | -13.7% | -5.2% | -8.4% | -8.9% |
| 6M | -31.5% | +0.1% | -31.6% | -30.2% |
| YTD | -41.2% | +8.2% | -49.5% | -43.1% |
| 1Y | -62.9% | +10.1% | -73.0% | -64.3% |
| 3Y | -68.5% | +69.7% | -138.1% | -76.0% |
| All | -86.7% | +59.6% | -146.3% | -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 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