+219.3%
PRIM price history and return analytics
+221.8%
-2.4%
-70.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.3% | -2.9% | -2.8% |
| 7D | +6.0% | +2.4% | +3.6% | +2.9% |
| 30D | -11.2% | -1.5% | -9.7% | -8.9% |
| 3M | -14.2% | -4.1% | -10.1% | -8.6% |
| 6M | -38.5% | +0.6% | -39.1% | -37.6% |
| YTD | -44.0% | +11.0% | -55.1% | -51.2% |
| 1Y | -40.3% | +13.3% | -53.6% | -49.2% |
| 3Y | +132.4% | +73.4% | +59.0% | +18.0% |
| 5Y | +183.8% | +57.4% | +126.4% | +62.9% |
| All | +219.3% | +221.8% | -2.4% | -25.7% |
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