-2.0%
PRS price history and return analytics
+59.8%
-61.8%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.1% | -0.9% | -0.1% |
| 7D | -0.4% | -0.7% | +0.3% | -0.2% |
| 30D | +1.8% | -1.7% | +3.6% | +2.3% |
| 3M | -3.9% | -2.3% | -1.6% | -3.4% |
| 6M | -11.2% | +1.5% | -12.7% | -11.7% |
| YTD | -11.8% | +12.0% | -23.8% | -14.6% |
| 1Y | -13.9% | +12.9% | -26.8% | -16.9% |
| 3Y | +1.9% | +74.9% | -73.1% | -13.7% |
| 5Y | -2.0% | +59.9% | -61.9% | -18.0% |
| All | -2.0% | +59.8% | -61.8% | -18.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling