+310.4%
PRN price history and return analytics
+221.8%
+88.7%
-36.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | -0.1% | 0.0% |
| 7D | +4.6% | +2.4% | +2.3% | +1.8% |
| 30D | -1.3% | -1.5% | +0.2% | +0.4% |
| 3M | -13.5% | -4.1% | -9.4% | -9.1% |
| 6M | -21.4% | +0.6% | -21.9% | -21.4% |
| YTD | +10.6% | +11.0% | -0.5% | -0.8% |
| 1Y | +16.3% | +13.3% | +3.0% | +2.2% |
| 3Y | +87.5% | +73.4% | +14.1% | +4.0% |
| 5Y | +63.7% | +57.4% | +6.3% | +1.5% |
| All | +310.4% | +221.8% | +88.7% | +17.6% |
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 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