-19.7%
PRTH price history and return analytics
+206.9%
-226.6%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.1% | +3.4% | +4.7% |
| 7D | +0.3% | -4.2% | +4.4% | +5.7% |
| 30D | +1.2% | -5.8% | +7.0% | +9.0% |
| 3M | +18.2% | -5.2% | +23.4% | +26.8% |
| 6M | +50.5% | +0.1% | +50.3% | +49.4% |
| YTD | +44.4% | +8.2% | +36.2% | +29.1% |
| 1Y | +13.4% | +10.1% | +3.3% | -0.1% |
| 3Y | +117.4% | +69.7% | +47.7% | +14.0% |
| 5Y | +26.1% | +53.4% | -27.3% | -25.3% |
| All | -19.7% | +206.9% | -226.6% | -71.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling