-77.3%
PRE price history and return analytics
+66.8%
-144.1%
-97.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.5% | +1.2% | +1.0% |
| 7D | -0.7% | +1.0% | -1.7% | -1.2% |
| 30D | +40.3% | -0.2% | +40.5% | +40.5% |
| 3M | +28.1% | +4.5% | +23.6% | +25.7% |
| 6M | +43.9% | +14.1% | +29.9% | +36.7% |
| YTD | +62.7% | +14.8% | +47.9% | +54.4% |
| 1Y | +172.9% | +21.2% | +151.7% | +154.4% |
| 3Y | +220.5% | +76.6% | +143.9% | +154.5% |
| All | -77.3% | +66.8% | -144.1% | -82.7% |
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