+571.6%
PRFZ price history and return analytics
+346.0%
+225.6%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.2% | +0.1% | +0.1% |
| 7D | -2.3% | -2.3% | 0.0% | +0.1% |
| 30D | -1.6% | -5.0% | +3.3% | +3.8% |
| 3M | -5.8% | -4.9% | -0.9% | -0.7% |
| 6M | +0.9% | -1.5% | +2.5% | +2.5% |
| YTD | +13.8% | +8.5% | +5.3% | +4.2% |
| 1Y | +18.0% | +11.4% | +6.6% | +5.2% |
| 3Y | +65.8% | +70.1% | -4.2% | -4.4% |
| 5Y | +37.6% | +53.7% | -16.1% | -11.4% |
| 10Y | +195.2% | +220.0% | -24.8% | -8.1% |
| All | +571.6% | +346.0% | +225.6% | +48.4% |
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