-68.4%
PRT price history and return analytics
+53.4%
-121.8%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +0.2% | +5.0% | +5.1% |
| 7D | 0.0% | -2.3% | +2.3% | +0.8% |
| 30D | -19.3% | -5.0% | -14.4% | -17.8% |
| 3M | -34.9% | -4.9% | -30.0% | -33.7% |
| 6M | -43.9% | -1.5% | -42.4% | -43.9% |
| YTD | -45.6% | +8.5% | -54.1% | -48.2% |
| 1Y | -60.4% | +11.4% | -71.8% | -62.8% |
| 3Y | -64.8% | +70.1% | -134.9% | -74.5% |
| All | -68.4% | +53.4% | -121.8% | -76.0% |
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