+42.5%
PREF vs VOO
+252.4%
-209.9%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.3% | 0.0% | +0.3% |
| 7D | +0.2% | -2.7% | +2.9% | +0.5% |
| 30D | +0.9% | -5.4% | +6.2% | +1.6% |
| 3M | -1.1% | -4.1% | +3.0% | -0.6% |
| 6M | -0.7% | +0.7% | -1.4% | -0.8% |
| YTD | +0.7% | +8.7% | -8.0% | -0.5% |
| 1Y | +1.7% | +11.0% | -9.3% | +0.2% |
| 3Y | +27.4% | +75.5% | -48.0% | +17.8% |
| 5Y | +13.7% | +68.4% | -54.7% | +5.2% |
| All | +42.5% | +252.4% | -209.9% | +22.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling