+861.9%
PRIM price history and return analytics
+357.5%
+504.4%
-70.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.0% | -4.1% | -8.9% | -9.4% |
| 7D | -21.2% | -4.2% | -17.1% | -18.1% |
| 30D | -29.9% | -5.8% | -24.1% | -25.9% |
| 3M | -28.5% | -5.2% | -23.3% | -24.8% |
| 6M | -70.6% | +0.1% | -70.7% | -70.7% |
| YTD | -51.9% | +8.2% | -60.1% | -54.9% |
| 1Y | -54.2% | +10.1% | -64.3% | -57.6% |
| 3Y | +96.3% | +69.7% | +26.7% | +30.4% |
| 5Y | +116.3% | +53.4% | +62.9% | +56.4% |
| 10Y | +241.5% | +219.2% | +22.3% | +56.7% |
| All | +861.9% | +357.5% | +504.4% | +324.7% |
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 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