+361.9%
PARR vs VOO
+75.1%
+286.8%
-69.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +1.3% | +4.9% | +5.2% |
| 7D | +2.2% | -0.9% | +3.1% | +2.8% |
| 30D | -14.4% | -2.3% | -12.0% | -12.9% |
| 3M | -5.7% | -1.2% | -4.5% | -5.0% |
| 6M | +10.4% | +3.3% | +7.0% | +6.8% |
| YTD | +102.6% | +12.3% | +90.2% | +81.0% |
| 1Y | +61.4% | +12.5% | +48.9% | +43.8% |
| 3Y | +116.6% | +79.2% | +37.4% | +23.5% |
| 5Y | +361.9% | +75.7% | +286.2% | +178.1% |
| All | +361.9% | +75.1% | +286.8% | +178.1% |
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