+64.8%
PR vs VOO
+317.9%
-253.1%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +2.3% | -3.4% | -3.5% |
| 7D | -12.4% | +0.1% | -12.5% | -12.6% |
| 30D | -6.6% | -3.3% | -3.2% | -3.6% |
| 3M | +7.5% | -2.4% | +9.9% | +9.6% |
| 6M | +10.8% | +2.6% | +8.2% | +6.2% |
| YTD | +57.0% | +11.3% | +45.7% | +36.4% |
| 1Y | +67.9% | +13.4% | +54.5% | +42.4% |
| 3Y | +87.6% | +80.3% | +7.3% | -3.7% |
| 5Y | +220.4% | +72.7% | +147.7% | +74.1% |
| 10Y | +64.8% | +310.0% | -245.2% | -30.0% |
| All | +64.8% | +317.9% | -253.1% | -30.0% |
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