+1,005.5%
PRIM price history and return analytics
+377.0%
+628.5%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +1.7% | -15.7% | -15.5% |
| 7D | -7.2% | -0.3% | -6.9% | -7.2% |
| 30D | -15.0% | -1.4% | -13.6% | -14.0% |
| 3M | -24.6% | -1.4% | -23.2% | -23.6% |
| 6M | -63.0% | +5.5% | -68.5% | -64.9% |
| YTD | -44.7% | +12.8% | -57.6% | -50.2% |
| 1Y | -46.4% | +15.4% | -61.8% | -52.5% |
| 3Y | +125.7% | +76.9% | +48.8% | +43.9% |
| 5Y | +158.1% | +60.4% | +97.6% | +78.7% |
| 10Y | +292.5% | +232.8% | +59.7% | +73.0% |
| All | +1,005.5% | +377.0% | +628.5% | +368.8% |
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