-70.5%
PRTS price history and return analytics
+223.7%
-294.2%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +2.6% | -6.2% | -6.8% |
| 7D | +8.5% | +0.4% | +8.1% | +7.1% |
| 30D | -6.5% | -2.6% | -3.9% | -3.6% |
| 3M | +19.7% | -3.2% | +22.9% | +24.8% |
| 6M | -4.9% | +0.9% | -5.9% | -6.1% |
| YTD | +61.6% | +11.3% | +50.3% | +41.4% |
| 1Y | +30.3% | +14.0% | +16.3% | +10.6% |
| 3Y | -73.4% | +75.8% | -149.3% | -86.6% |
| 5Y | -94.5% | +57.8% | -152.4% | -96.8% |
| 10Y | -70.5% | +219.8% | -290.3% | -88.9% |
| All | -70.5% | +223.7% | -294.2% | -88.9% |
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