+127.3%
PVAL price history and return analytics
+75.8%
+51.5%
-16.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | -0.3% | +0.4% | -0.7% | -0.7% |
| 30D | -0.1% | +1.0% | -1.1% | -1.0% |
| 3M | +5.7% | +2.4% | +3.3% | +3.4% |
| 6M | +13.3% | +12.0% | +1.3% | +2.5% |
| YTD | +19.5% | +15.3% | +4.1% | +5.3% |
| 1Y | +30.2% | +22.6% | +7.6% | +8.7% |
| 3Y | +87.4% | +74.7% | +12.7% | +14.5% |
| 5Y | +117.6% | +66.1% | +51.5% | +38.5% |
| All | +127.3% | +75.8% | +51.5% | +36.8% |
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