-76.5%
PRZO price history and return analytics
+68.2%
-144.6%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.6% | +3.0% | +2.9% |
| 7D | +1.0% | -0.1% | +1.2% | +1.1% |
| 30D | +55.5% | -0.7% | +56.2% | +56.5% |
| 3M | +42.0% | +4.0% | +38.0% | +38.1% |
| 6M | -25.6% | +12.3% | -37.9% | -31.2% |
| YTD | +4.0% | +14.0% | -10.0% | -4.4% |
| 1Y | -35.3% | +20.3% | -55.6% | -41.6% |
| 3Y | -40.3% | +75.4% | -115.7% | -59.4% |
| All | -76.5% | +68.2% | -144.6% | -83.9% |
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 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