-69.7%
PRME price history and return analytics
+103.0%
-172.7%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +0.2% | +4.3% | +4.0% |
| 7D | -1.5% | -2.3% | +0.8% | +4.7% |
| 30D | +19.2% | -5.0% | +24.2% | +36.5% |
| 3M | +57.6% | -4.9% | +62.5% | +81.2% |
| 6M | +36.4% | -1.5% | +37.9% | +45.9% |
| YTD | +34.0% | +8.5% | +25.5% | +16.6% |
| 1Y | +11.2% | +11.4% | -0.1% | -9.2% |
| 3Y | -40.1% | +70.1% | -110.1% | -77.0% |
| All | -69.7% | +103.0% | -172.7% | -91.3% |
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