+13.2%
PRSU price history and return analytics
+63.7%
-50.5%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.9% | +1.0% | +1.2% |
| 7D | +0.2% | -2.0% | +2.2% | +2.8% |
| 30D | +4.3% | -1.4% | +5.7% | +6.2% |
| 3M | +3.8% | +4.7% | -0.9% | -2.8% |
| 6M | +30.1% | +11.4% | +18.8% | +12.1% |
| YTD | +42.9% | +13.1% | +29.8% | +20.5% |
| 1Y | +33.1% | +19.0% | +14.1% | +4.8% |
| 3Y | +77.2% | +73.9% | +3.2% | -15.4% |
| 5Y | +13.2% | +65.4% | -52.2% | -38.3% |
| All | +13.2% | +63.7% | -50.5% | -38.3% |
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