+358.0%
PRI price history and return analytics
+222.7%
+135.3%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.6% | -0.6% |
| 7D | +1.0% | +2.9% | -1.8% | -2.1% |
| 30D | +5.3% | -2.5% | +7.8% | +7.8% |
| 3M | -5.7% | -3.3% | -2.4% | -2.7% |
| 6M | +7.5% | +1.5% | +6.0% | +4.1% |
| YTD | +14.5% | +11.4% | +3.1% | -0.9% |
| 1Y | +14.7% | +11.9% | +2.7% | -1.6% |
| 3Y | +48.5% | +73.9% | -25.4% | -25.3% |
| 5Y | +94.2% | +57.9% | +36.3% | +10.1% |
| All | +358.0% | +222.7% | +135.3% | +10.5% |
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