-94.2%
PRTS price history and return analytics
+57.0%
-151.2%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.3% | +2.1% | +2.3% |
| 7D | +2.3% | +2.4% | -0.1% | -1.9% |
| 30D | +13.7% | -1.5% | +15.2% | +16.0% |
| 3M | +31.0% | -4.1% | +35.2% | +40.4% |
| 6M | +29.8% | +0.6% | +29.3% | +28.2% |
| YTD | +71.4% | +11.0% | +60.4% | +42.4% |
| 1Y | +58.7% | +13.3% | +45.4% | +27.6% |
| 3Y | -71.8% | +73.4% | -145.2% | -89.6% |
| All | -94.2% | +57.0% | -151.2% | -97.2% |
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 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