+703.3%
PRF price history and return analytics
+345.0%
+358.3%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -4.1% | +1.1% | +0.7% |
| 7D | -2.2% | -4.2% | +1.9% | +1.7% |
| 30D | 0.0% | -5.8% | +5.8% | +5.6% |
| 3M | -0.5% | -5.2% | +4.7% | +4.4% |
| 6M | +6.9% | +0.1% | +6.8% | +6.3% |
| YTD | +19.1% | +8.2% | +10.9% | +10.0% |
| 1Y | +23.1% | +10.1% | +13.0% | +11.8% |
| 3Y | +81.1% | +69.7% | +11.4% | +9.5% |
| 5Y | +77.6% | +53.4% | +24.2% | +17.5% |
| 10Y | +272.7% | +219.2% | +53.5% | +26.2% |
| All | +703.3% | +345.0% | +358.3% | +102.5% |
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