+315.4%
PRN price history and return analytics
+223.7%
+91.8%
-36.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +2.6% | +0.6% | +0.1% |
| 7D | -2.1% | +0.4% | -2.5% | -2.5% |
| 30D | -3.8% | -2.6% | -1.2% | -0.8% |
| 3M | -14.2% | -3.2% | -10.9% | -10.8% |
| 6M | -20.5% | +0.9% | -21.4% | -20.8% |
| YTD | +9.1% | +11.3% | -2.2% | -2.4% |
| 1Y | +8.2% | +14.0% | -5.8% | -5.5% |
| 3Y | +89.3% | +75.8% | +13.5% | +3.4% |
| 5Y | +63.4% | +57.8% | +5.6% | +1.1% |
| 10Y | +315.4% | +219.8% | +95.6% | +22.7% |
| All | +315.4% | +223.7% | +91.8% | +22.7% |
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