+15.2%
PRCS vs VOO
+23.8%
-8.6%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -4.4% | +0.7% | +0.4% |
| 7D | -1.1% | -4.7% | +3.6% | +3.4% |
| 30D | -2.0% | -5.9% | +3.9% | +3.7% |
| 3M | -2.9% | -4.5% | +1.6% | +1.3% |
| 6M | +4.5% | +1.9% | +2.7% | +2.6% |
| YTD | +7.0% | +8.4% | -1.4% | -0.9% |
| 1Y | +8.1% | +9.5% | -1.3% | -0.7% |
| All | +15.2% | +23.8% | -8.6% | -6.4% |
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