+37.4%
PRSU price history and return analytics
+229.8%
-192.3%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.9% | 0.0% | -0.3% |
| 7D | +1.2% | -1.1% | +2.3% | +2.7% |
| 30D | +4.2% | -1.0% | +5.2% | +5.6% |
| 3M | +1.7% | +3.2% | -1.5% | -3.2% |
| 6M | +29.1% | +12.5% | +16.6% | +8.4% |
| YTD | +44.2% | +14.1% | +30.1% | +18.5% |
| 1Y | +29.4% | +18.9% | +10.5% | +0.3% |
| 3Y | +79.8% | +74.1% | +5.7% | -18.8% |
| 5Y | +14.2% | +66.9% | -52.7% | -44.1% |
| All | +37.4% | +229.8% | -192.3% | -68.7% |
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