+255.5%
PR vs VOO
+75.1%
+180.4%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.3% | +1.5% | +1.4% |
| 7D | -0.5% | -0.9% | +0.4% | +0.4% |
| 30D | -4.6% | -2.3% | -2.3% | -2.5% |
| 3M | +4.7% | -1.2% | +5.9% | +5.4% |
| 6M | +12.4% | +3.3% | +9.1% | +6.8% |
| YTD | +62.9% | +12.3% | +50.5% | +38.9% |
| 1Y | +70.6% | +12.5% | +58.1% | +44.9% |
| 3Y | +90.0% | +79.2% | +10.8% | -9.5% |
| 5Y | +255.5% | +75.7% | +179.8% | +87.8% |
| All | +255.5% | +75.1% | +180.4% | +87.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling