-94.5%
PRTS price history and return analytics
+53.4%
-147.9%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +0.2% | +5.8% | +5.7% |
| 7D | +21.4% | -2.3% | +23.8% | +25.2% |
| 30D | -3.7% | -5.0% | +1.3% | +4.8% |
| 3M | +44.7% | -4.9% | +49.6% | +58.0% |
| 6M | -7.9% | -1.5% | -6.4% | -5.6% |
| YTD | +67.6% | +8.5% | +59.1% | +45.2% |
| 1Y | +33.0% | +11.4% | +21.6% | +9.8% |
| 3Y | -72.6% | +70.1% | -142.7% | -89.5% |
| All | -94.5% | +53.4% | -147.9% | -97.3% |
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