+42.2%
PRMB price history and return analytics
+66.2%
-24.0%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.4% |
| 7D | -4.3% | +0.4% | -4.8% | -4.7% |
| 30D | -12.7% | +1.0% | -13.6% | -13.3% |
| 3M | -3.9% | +2.4% | -6.3% | -5.8% |
| 6M | -1.3% | +12.0% | -13.3% | -9.7% |
| YTD | +36.7% | +15.3% | +21.3% | +22.0% |
| 1Y | -10.4% | +22.6% | -33.0% | -23.6% |
| 3Y | +57.9% | +74.7% | -16.8% | -2.6% |
| All | +42.2% | +66.2% | -24.0% | -10.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling