-85.8%
PRE price history and return analytics
+65.5%
-151.3%
-97.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.3% | -1.0% | -1.1% |
| 7D | +3.6% | +2.4% | +1.2% | +2.5% |
| 30D | -19.9% | -1.5% | -18.4% | -19.2% |
| 3M | -16.2% | -4.1% | -12.1% | -14.4% |
| 6M | -6.0% | +0.6% | -6.6% | -5.7% |
| YTD | +4.8% | +11.0% | -6.2% | +1.3% |
| 1Y | +22.6% | +13.3% | +9.2% | +17.6% |
| 3Y | +205.7% | +73.4% | +132.3% | +145.6% |
| 5Y | -85.6% | +57.4% | -143.1% | -88.8% |
| All | -85.8% | +65.5% | -151.3% | -89.1% |
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 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