+18.1%
PRI price history and return analytics
+10.5%
+7.6%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.2% | +0.3% | +0.5% |
| 7D | +3.4% | -2.3% | +5.7% | +3.5% |
| 30D | +6.3% | -5.0% | +11.2% | +6.8% |
| 3M | -10.6% | -4.9% | -5.7% | -10.2% |
| 6M | +5.9% | -1.5% | +7.4% | +5.4% |
| YTD | +13.9% | +8.5% | +5.4% | +9.2% |
| 1Y | +18.1% | +11.4% | +6.7% | +13.4% |
| All | +18.1% | +10.5% | +7.6% | +13.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling