-70.5%
PRTS price history and return analytics
+215.5%
-286.0%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +0.2% | +5.8% | +5.8% |
| 7D | +21.4% | -2.3% | +23.8% | +24.3% |
| 30D | -3.7% | -5.0% | +1.3% | +2.7% |
| 3M | +44.7% | -4.9% | +49.6% | +54.7% |
| 6M | -7.9% | -1.5% | -6.4% | -5.8% |
| YTD | +67.6% | +8.5% | +59.1% | +51.8% |
| 1Y | +33.0% | +11.4% | +21.6% | +16.5% |
| 3Y | -72.6% | +70.1% | -142.7% | -85.5% |
| 5Y | -94.6% | +53.7% | -148.4% | -96.7% |
| All | -70.5% | +215.5% | -286.0% | -88.2% |
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