+43.9%
PREF vs VOO
+264.4%
-220.5%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.2% | -0.2% |
| 7D | -0.2% | -0.4% | +0.2% | -0.1% |
| 30D | -0.2% | -1.4% | +1.2% | 0.0% |
| 3M | +0.2% | +3.7% | -3.5% | -0.3% |
| 6M | +1.1% | +13.0% | -11.9% | -0.5% |
| YTD | +1.7% | +12.4% | -10.7% | +0.1% |
| 1Y | +4.0% | +18.6% | -14.6% | +1.6% |
| 3Y | +28.0% | +78.1% | -50.1% | +18.0% |
| 5Y | +13.9% | +82.3% | -68.3% | +4.3% |
| All | +43.9% | +264.4% | -220.5% | +22.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling