+13.0%
PREF vs VOO
+75.2%
-62.2%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.6% | -1.2% | +0.2% |
| 7D | +0.3% | -0.7% | +1.0% | +0.4% |
| 30D | +0.8% | -1.1% | +1.8% | +0.9% |
| 3M | -1.8% | -0.3% | -1.5% | -1.8% |
| 6M | -1.0% | +7.4% | -8.4% | -1.9% |
| YTD | +0.1% | +13.4% | -13.3% | -1.4% |
| 1Y | +1.3% | +14.8% | -13.5% | -0.4% |
| 3Y | +27.3% | +83.3% | -56.0% | +17.9% |
| All | +13.0% | +75.2% | -62.2% | +4.2% |
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 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