-63.6%
PRQR price history and return analytics
+222.7%
-286.3%
-97.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.6% | -2.3% | -2.3% |
| 7D | -7.4% | -0.1% | -7.3% | -7.3% |
| 30D | +9.9% | -0.7% | +10.6% | +10.5% |
| 3M | +35.4% | +4.0% | +31.4% | +30.3% |
| 6M | +5.3% | +12.3% | -7.0% | -5.5% |
| YTD | -1.5% | +14.0% | -15.5% | -13.1% |
| 1Y | -14.6% | +20.3% | -34.9% | -28.3% |
| 3Y | +29.2% | +75.4% | -46.2% | -23.6% |
| 5Y | -74.0% | +66.0% | -140.0% | -82.9% |
| 10Y | -63.6% | +228.2% | -291.8% | -88.0% |
| All | -63.6% | +222.7% | -286.3% | -88.0% |
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