-85.1%
PRHI price history and return analytics
+229.8%
-314.9%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.9% | +3.3% | +3.9% |
| 7D | +8.6% | -1.1% | +9.7% | +8.9% |
| 30D | +110.1% | -1.0% | +111.1% | +110.9% |
| 3M | +75.2% | +3.2% | +72.0% | +73.6% |
| 6M | +75.4% | +12.5% | +62.9% | +69.9% |
| YTD | +75.1% | +14.1% | +61.1% | +69.3% |
| 1Y | +34.3% | +18.9% | +15.3% | +28.4% |
| 3Y | +3.2% | +74.1% | -70.9% | -11.5% |
| 5Y | -60.6% | +66.9% | -127.5% | -66.1% |
| All | -85.1% | +229.8% | -314.9% | -87.5% |
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 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