+84.5%
PR vs VOO
+309.6%
-225.2%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.4% | +1.6% | +1.6% |
| 7D | +6.0% | +2.6% | +3.4% | +3.1% |
| 30D | -4.2% | -2.0% | -2.2% | -2.5% |
| 3M | +10.0% | -2.8% | +12.7% | +12.6% |
| 6M | +15.6% | +2.2% | +13.4% | +11.4% |
| YTD | +68.2% | +11.5% | +56.7% | +45.7% |
| 1Y | +79.2% | +13.5% | +65.7% | +52.0% |
| 3Y | +94.9% | +78.1% | +16.8% | +1.4% |
| 5Y | +272.8% | +73.1% | +199.6% | +102.0% |
| All | +84.5% | +309.6% | -225.2% | -19.4% |
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