+14.5%
PREF vs VOO
+82.6%
-68.1%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.4% | +0.1% |
| 7D | 0.0% | +0.1% | -0.1% | 0.0% |
| 30D | 0.0% | +0.1% | -0.1% | 0.0% |
| 3M | +0.4% | +2.0% | -1.7% | +0.1% |
| 6M | +1.0% | +13.0% | -12.0% | -0.5% |
| YTD | +2.0% | +13.6% | -11.5% | +0.5% |
| 1Y | +4.3% | +20.1% | -15.8% | +2.1% |
| 3Y | +28.1% | +77.6% | -49.5% | +19.2% |
| All | +14.5% | +82.6% | -68.1% | +5.4% |
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