+44.4%
PRMB price history and return analytics
+57.5%
-13.1%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.2% | +0.1% |
| 7D | +16.9% | -0.1% | +17.0% | +16.8% |
| 30D | +24.9% | -3.1% | +28.0% | +27.5% |
| 3M | +2.9% | -3.5% | +6.4% | +5.3% |
| 6M | +4.7% | +0.5% | +4.2% | +3.8% |
| YTD | +49.5% | +10.8% | +38.8% | +37.3% |
| 1Y | +58.2% | +11.9% | +46.3% | +44.0% |
| 3Y | +78.8% | +73.0% | +5.9% | +10.5% |
| 5Y | +44.4% | +58.6% | -14.2% | -5.3% |
| All | +44.4% | +57.5% | -13.1% | -5.3% |
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