+211.2%
PRE vs VOO
+77.0%
+134.2%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.5% | -4.8% | -5.1% |
| 7D | -6.8% | -0.4% | -6.5% | -6.7% |
| 30D | +29.1% | -1.4% | +30.5% | +29.7% |
| 3M | +16.0% | +3.7% | +12.2% | +15.0% |
| 6M | +18.4% | +13.0% | +5.4% | +16.4% |
| YTD | +54.1% | +12.4% | +41.7% | +51.5% |
| 1Y | +161.0% | +18.6% | +142.4% | +156.9% |
| All | +211.2% | +77.0% | +134.2% | +169.2% |
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