-79.1%
PRE vs VOO
+80.3%
-159.4%
-97.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.6% | -1.9% | -2.3% |
| 7D | -7.7% | -2.0% | -5.7% | -7.0% |
| 30D | +24.5% | -1.7% | +26.1% | +25.3% |
| 3M | +22.9% | +4.7% | +18.2% | +21.2% |
| 6M | +18.7% | +12.6% | +6.1% | +14.9% |
| YTD | +50.2% | +11.8% | +38.5% | +45.8% |
| 1Y | +134.7% | +17.5% | +117.2% | +125.0% |
| 3Y | +195.9% | +77.0% | +119.0% | +142.2% |
| 5Y | -79.1% | +82.6% | -161.6% | -83.8% |
| All | -79.1% | +80.3% | -159.4% | -83.8% |
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