-37.2%
PRME price history and return analytics
+74.1%
-111.3%
-88.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.5% | +2.6% | -10.1% | -14.0% |
| 7D | -3.2% | +0.4% | -3.5% | -4.1% |
| 30D | +7.8% | -2.6% | +10.4% | +16.2% |
| 3M | +39.6% | -3.2% | +42.8% | +54.3% |
| 6M | +34.0% | +0.9% | +33.0% | +33.8% |
| YTD | +23.9% | +11.3% | +12.6% | -2.0% |
| 1Y | +12.9% | +14.0% | -1.1% | -16.4% |
| 3Y | -37.2% | +75.8% | -113.0% | -86.6% |
| All | -37.2% | +74.1% | -111.3% | -86.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling