-85.6%
PRE vs VOO
+72.6%
-158.2%
-97.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.4% | -0.9% | -1.1% |
| 7D | +3.6% | +2.6% | +1.0% | +2.6% |
| 30D | -19.9% | -2.0% | -17.9% | -19.2% |
| 3M | -16.2% | -2.8% | -13.4% | -15.2% |
| 6M | -6.0% | +2.2% | -8.2% | -6.4% |
| YTD | +4.8% | +11.5% | -6.7% | +1.8% |
| 1Y | +22.6% | +13.5% | +9.1% | +18.5% |
| 3Y | +205.7% | +78.1% | +127.7% | +148.5% |
| All | -85.6% | +72.6% | -158.2% | -88.9% |
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