-28.0%
PROF price history and return analytics
+132.0%
-160.0%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | 0.0% | +3.8% | +3.8% |
| 7D | +23.8% | -1.6% | +25.4% | +25.9% |
| 30D | +19.7% | -2.5% | +22.2% | +23.0% |
| 3M | -15.2% | -1.3% | -13.9% | -14.1% |
| 6M | +1.9% | +3.1% | -1.2% | -2.4% |
| YTD | -11.2% | +10.9% | -22.1% | -21.3% |
| 1Y | +17.3% | +12.1% | +5.2% | +2.7% |
| 3Y | -27.2% | +73.9% | -101.1% | -63.0% |
| 5Y | -47.4% | +58.0% | -105.3% | -69.5% |
| All | -28.0% | +132.0% | -160.0% | -73.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling