+65.2%
PR price history and return analytics
+215.5%
-150.4%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.2% | +1.7% | +1.6% |
| 7D | -16.4% | -2.3% | -14.1% | -14.2% |
| 30D | -1.9% | -5.0% | +3.1% | +3.9% |
| 3M | +8.0% | -4.9% | +12.8% | +13.8% |
| 6M | +4.1% | -1.5% | +5.6% | +4.0% |
| YTD | +58.7% | +8.5% | +50.2% | +37.7% |
| 1Y | +75.8% | +11.4% | +64.5% | +47.0% |
| 3Y | +73.2% | +70.1% | +3.1% | -16.3% |
| 5Y | +230.1% | +53.7% | +176.4% | +85.7% |
| All | +65.2% | +215.5% | -150.4% | -23.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling