+76.9%
PRF vs VOO
+67.9%
+9.0%
-19.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.3% | -0.6% | -0.5% |
| 7D | -1.7% | -2.7% | +1.0% | +0.5% |
| 30D | +0.1% | -5.4% | +5.5% | +4.7% |
| 3M | -0.5% | -4.1% | +3.5% | +2.8% |
| 6M | +5.7% | +0.7% | +5.0% | +4.8% |
| YTD | +18.8% | +8.7% | +10.1% | +10.5% |
| 1Y | +23.5% | +11.0% | +12.5% | +12.9% |
| 3Y | +81.0% | +75.5% | +5.5% | +11.9% |
| All | +76.9% | +67.9% | +9.0% | +12.0% |
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 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