+715.2%
PRF price history and return analytics
+374.2%
+341.1%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | +0.4% | +0.4% | -0.1% | 0.0% |
| 30D | +1.0% | +1.0% | 0.0% | +0.1% |
| 3M | +4.6% | +2.4% | +2.2% | +2.1% |
| 6M | +14.9% | +12.0% | +2.9% | +3.0% |
| YTD | +20.9% | +15.3% | +5.6% | +5.4% |
| 1Y | +28.4% | +22.6% | +5.8% | +5.7% |
| 3Y | +78.3% | +74.7% | +3.7% | +5.2% |
| 5Y | +87.8% | +66.1% | +21.6% | +15.5% |
| 10Y | +263.5% | +225.0% | +38.5% | +21.1% |
| All | +715.2% | +374.2% | +341.1% | +94.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling