+458.3%
PARR vs VOO
+81.6%
+376.7%
-69.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.5% | +1.7% | +1.6% |
| 7D | +3.7% | -0.4% | +4.1% | +4.0% |
| 30D | +16.0% | -1.4% | +17.4% | +17.3% |
| 3M | +52.1% | +3.7% | +48.4% | +47.3% |
| 6M | +76.9% | +13.0% | +63.9% | +57.8% |
| YTD | +136.6% | +12.4% | +124.1% | +111.6% |
| 1Y | +129.6% | +18.6% | +111.0% | +95.5% |
| 3Y | +126.0% | +78.1% | +47.9% | +29.6% |
| 5Y | +458.3% | +82.3% | +376.0% | +219.1% |
| All | +458.3% | +81.6% | +376.7% | +219.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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