+30.0%
PRVS price history and return analytics
+28.2%
+1.8%
-17.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.1% | -0.1% |
| 7D | -0.7% | -2.3% | +1.7% | +1.5% |
| 30D | -1.3% | -5.0% | +3.6% | +3.3% |
| 3M | -3.3% | -4.9% | +1.6% | +1.1% |
| 6M | +5.0% | -1.5% | +6.5% | +6.1% |
| YTD | +15.2% | +8.5% | +6.7% | +6.0% |
| 1Y | +18.6% | +11.4% | +7.2% | +6.4% |
| All | +30.0% | +28.2% | +1.8% | +0.5% |
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