+41.4%
PREF price history and return analytics
+171.3%
-129.9%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -4.1% | +3.9% | +0.4% |
| 7D | -0.1% | -4.2% | +4.1% | +0.6% |
| 30D | +0.3% | -5.8% | +6.1% | +1.2% |
| 3M | -2.1% | -5.2% | +3.2% | -1.3% |
| 6M | -1.3% | +0.1% | -1.4% | -1.4% |
| YTD | -0.1% | +8.2% | -8.3% | -1.4% |
| 1Y | +1.0% | +10.1% | -9.1% | -0.6% |
| 3Y | +27.1% | +69.7% | -42.5% | +16.8% |
| 5Y | +12.8% | +53.4% | -40.6% | +4.9% |
| All | +41.4% | +171.3% | -129.9% | +20.8% |
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