-78.4%
PRZO price history and return analytics
+68.2%
-146.7%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.9% | -3.5% | -3.4% |
| 7D | -4.6% | -1.1% | -3.4% | -3.6% |
| 30D | +25.4% | -1.0% | +26.3% | +26.5% |
| 3M | +26.4% | +3.2% | +23.2% | +23.6% |
| 6M | -34.2% | +12.5% | -46.7% | -39.2% |
| YTD | -4.8% | +14.1% | -18.8% | -12.5% |
| 1Y | -43.4% | +18.9% | -62.3% | -48.7% |
| 3Y | -40.8% | +74.1% | -114.9% | -59.2% |
| All | -78.4% | +68.2% | -146.7% | -85.2% |
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