-100.0%
PRFX price history and return analytics
+113.0%
-213.0%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.6% | +1.7% | +5.9% | +5.3% |
| 7D | -1.9% | -0.3% | -1.6% | -1.4% |
| 30D | -13.5% | -1.4% | -12.0% | -11.5% |
| 3M | -32.3% | -1.4% | -30.9% | -31.1% |
| 6M | -61.2% | +5.5% | -66.6% | -63.3% |
| YTD | -76.2% | +12.8% | -89.0% | -79.2% |
| 1Y | -85.4% | +15.4% | -100.9% | -87.6% |
| 3Y | -98.9% | +76.9% | -175.8% | -99.4% |
| 5Y | -99.9% | +60.4% | -160.3% | -99.9% |
| All | -100.0% | +113.0% | -213.0% | -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 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