+147.8%
PR vs VOO
+319.9%
-172.1%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -4.4% | -0.5% | -0.4% |
| 7D | -16.5% | -4.7% | -11.8% | -12.5% |
| 30D | -4.5% | -5.9% | +1.4% | +1.3% |
| 3M | +8.5% | -4.5% | +13.0% | +13.1% |
| 6M | -3.3% | +1.9% | -5.2% | -6.6% |
| YTD | +55.7% | +8.4% | +47.3% | +39.5% |
| 1Y | +82.0% | +9.5% | +72.6% | +60.9% |
| 3Y | +62.5% | +75.3% | -12.8% | -12.4% |
| 5Y | +223.9% | +67.9% | +156.1% | +84.6% |
| 10Y | +64.2% | +314.4% | -250.2% | -25.8% |
| All | +147.8% | +319.9% | -172.1% | +11.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling