+131.7%
PVAL price history and return analytics
+69.7%
+62.0%
-16.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | +0.3% |
| 7D | +2.0% | +2.9% | -0.9% | -0.4% |
| 30D | +1.8% | -2.5% | +4.3% | +3.9% |
| 3M | +1.5% | -3.3% | +4.8% | +4.2% |
| 6M | +11.6% | +1.5% | +10.1% | +9.7% |
| YTD | +21.8% | +11.4% | +10.4% | +10.4% |
| 1Y | +25.5% | +11.9% | +13.6% | +13.3% |
| 3Y | +95.8% | +73.9% | +21.9% | +19.8% |
| 5Y | +109.8% | +57.9% | +51.9% | +39.5% |
| All | +131.7% | +69.7% | +62.0% | +43.5% |
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 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