+14.0%
PREF vs VOO
+72.8%
-58.7%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.3% | -0.6% |
| 7D | +0.6% | -0.6% | +1.2% | +0.7% |
| 30D | +0.8% | -3.6% | +4.4% | +1.2% |
| 3M | -1.2% | -2.7% | +1.5% | -0.9% |
| 6M | -0.7% | +2.2% | -3.0% | -1.0% |
| YTD | +0.7% | +10.9% | -10.2% | -0.6% |
| 1Y | +1.4% | +11.3% | -9.9% | +0.1% |
| 3Y | +27.1% | +76.9% | -49.8% | +18.2% |
| 5Y | +14.0% | +73.5% | -59.5% | +5.3% |
| All | +14.0% | +72.8% | -58.7% | +5.3% |
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