+65.2%
PR vs VOO
+309.9%
-244.7%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.3% | +1.6% | +1.6% |
| 7D | -16.4% | -2.7% | -13.7% | -14.1% |
| 30D | -1.9% | -5.4% | +3.5% | +3.6% |
| 3M | +8.0% | -4.1% | +12.0% | +12.1% |
| 6M | +4.1% | +0.7% | +3.4% | +1.8% |
| YTD | +58.7% | +8.7% | +50.0% | +41.3% |
| 1Y | +75.8% | +11.0% | +64.9% | +52.7% |
| 3Y | +73.2% | +75.5% | -2.3% | -8.5% |
| 5Y | +230.1% | +68.4% | +161.8% | +84.4% |
| All | +65.2% | +309.9% | -244.7% | -25.7% |
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