+79.3%
PR vs VOO
+77.8%
+1.5%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.4% | -1.2% | -1.3% |
| 7D | +2.9% | +0.1% | +2.8% | +2.8% |
| 30D | +18.0% | +0.1% | +18.0% | +17.9% |
| 3M | +16.9% | +2.0% | +14.8% | +14.4% |
| 6M | +28.2% | +13.0% | +15.2% | +12.6% |
| YTD | +69.3% | +13.6% | +55.7% | +47.6% |
| 1Y | +69.5% | +20.1% | +49.4% | +37.6% |
| All | +79.3% | +77.8% | +1.5% | 0.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling