+25.3%
PRE vs VOO
+14.7%
+10.6%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.6% | -2.5% | -3.6% |
| 7D | -13.4% | -0.7% | -12.7% | -12.3% |
| 30D | -23.5% | -1.1% | -22.4% | -22.1% |
| 3M | -13.6% | -0.3% | -13.3% | -13.0% |
| 6M | -2.8% | +7.4% | -10.1% | -10.8% |
| YTD | +1.8% | +13.4% | -11.5% | -11.5% |
| 1Y | +25.3% | +14.8% | +10.5% | +7.0% |
| All | +25.3% | +14.7% | +10.6% | +7.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling