+22.9%
PRS price history and return analytics
+144.4%
-121.5%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.6% | -1.6% | -2.0% |
| 7D | -2.3% | +2.9% | -5.2% | -3.2% |
| 30D | -1.4% | -2.5% | +1.1% | -0.6% |
| 3M | -5.9% | -3.3% | -2.6% | -4.9% |
| 6M | -12.9% | +1.5% | -14.5% | -13.5% |
| YTD | -13.7% | +11.4% | -25.1% | -17.1% |
| 1Y | -15.9% | +11.9% | -27.8% | -19.4% |
| 3Y | -0.3% | +73.9% | -74.2% | -19.3% |
| 5Y | -3.9% | +57.9% | -61.8% | -19.8% |
| All | +22.9% | +144.4% | -121.5% | -20.6% |
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