+223.9%
PR price history and return analytics
+53.2%
+170.7%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -4.1% | -0.8% | -0.3% |
| 7D | -16.5% | -4.2% | -12.4% | -12.6% |
| 30D | -4.5% | -5.8% | +1.3% | +1.8% |
| 3M | +8.5% | -5.2% | +13.8% | +14.5% |
| 6M | -3.3% | +0.1% | -3.5% | -5.8% |
| YTD | +55.7% | +8.2% | +47.5% | +35.2% |
| 1Y | +82.0% | +10.1% | +71.9% | +53.9% |
| 3Y | +62.5% | +69.7% | -7.2% | -24.9% |
| 5Y | +223.9% | +53.4% | +170.5% | +105.1% |
| All | +223.9% | +53.2% | +170.7% | +105.1% |
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