+156.0%
PRM price history and return analytics
+56.6%
+99.4%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.5% | -2.2% | -2.1% |
| 7D | +7.6% | -0.1% | +7.8% | +7.6% |
| 30D | +10.7% | -3.1% | +13.8% | +14.7% |
| 3M | -11.1% | -3.5% | -7.6% | -7.2% |
| 6M | -3.3% | +0.5% | -3.8% | -3.8% |
| YTD | +11.6% | +10.8% | +0.8% | -2.0% |
| 1Y | +19.9% | +11.9% | +8.0% | +4.0% |
| 3Y | +808.9% | +73.0% | +735.9% | +368.0% |
| 5Y | +149.1% | +58.6% | +90.5% | +32.4% |
| All | +156.0% | +56.6% | +99.4% | +37.2% |
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