+70.3%
PR vs VOO
+306.9%
-236.6%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.3% | +1.3% | +1.3% |
| 7D | -9.5% | -0.6% | -8.9% | -9.1% |
| 30D | -5.7% | -3.6% | -2.0% | -2.3% |
| 3M | +3.0% | -2.7% | +5.7% | +5.3% |
| 6M | +11.8% | +2.2% | +9.6% | +7.6% |
| YTD | +58.5% | +10.9% | +47.6% | +38.1% |
| 1Y | +69.9% | +11.3% | +58.6% | +47.1% |
| 3Y | +84.9% | +76.9% | +8.0% | -3.2% |
| 5Y | +246.4% | +73.5% | +172.9% | +87.3% |
| 10Y | +70.3% | +307.7% | -237.4% | -28.2% |
| All | +70.3% | +306.9% | -236.6% | -28.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling