-100.0%
PRFX price history and return analytics
+104.3%
-204.3%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -4.1% | +3.3% | +4.7% |
| 7D | +1.2% | -4.2% | +5.4% | +7.1% |
| 30D | -13.8% | -5.8% | -8.0% | -6.4% |
| 3M | -31.0% | -5.2% | -25.8% | -26.1% |
| 6M | -60.7% | +0.1% | -60.8% | -60.3% |
| YTD | -76.4% | +8.2% | -84.6% | -78.2% |
| 1Y | -86.4% | +10.1% | -96.6% | -87.8% |
| 3Y | -98.9% | +69.7% | -168.6% | -99.4% |
| 5Y | -99.9% | +53.4% | -153.3% | -99.9% |
| All | -100.0% | +104.3% | -204.3% | -100.0% |
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 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