-79.8%
PRT price history and return analytics
+150.7%
-230.5%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.6% | -0.8% | -0.9% |
| 7D | +5.2% | +2.9% | +2.3% | +2.7% |
| 30D | -17.9% | -2.5% | -15.4% | -16.5% |
| 3M | -33.4% | -3.3% | -30.1% | -31.8% |
| 6M | -43.9% | +1.5% | -45.4% | -45.4% |
| YTD | -45.6% | +11.4% | -57.0% | -51.7% |
| 1Y | -60.0% | +11.9% | -71.9% | -64.7% |
| 3Y | -64.3% | +73.9% | -138.2% | -80.2% |
| 5Y | -67.7% | +57.9% | -125.6% | -80.3% |
| All | -79.8% | +150.7% | -230.5% | -93.4% |
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