-79.7%
PRT price history and return analytics
+149.4%
-229.0%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.2% | -0.3% |
| 7D | +4.4% | -0.1% | +4.5% | +4.3% |
| 30D | -18.3% | -3.1% | -15.2% | -16.4% |
| 3M | -33.8% | -3.5% | -30.3% | -32.2% |
| 6M | -42.9% | +0.5% | -43.3% | -43.9% |
| YTD | -45.2% | +10.8% | -56.0% | -51.1% |
| 1Y | -59.9% | +11.9% | -71.8% | -64.6% |
| 3Y | -64.1% | +73.0% | -137.0% | -79.9% |
| 5Y | -66.8% | +58.6% | -125.5% | -80.0% |
| All | -79.7% | +149.4% | -229.0% | -93.3% |
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 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