+688.0%
PRF vs VOO
+817.1%
-129.1%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | 0.0% | 0.0% |
| 7D | +0.4% | +0.1% | +0.3% | +0.3% |
| 30D | +1.0% | +0.1% | +0.9% | +0.9% |
| 3M | +4.6% | +2.0% | +2.5% | +2.5% |
| 6M | +14.9% | +13.0% | +1.8% | +2.0% |
| YTD | +20.9% | +13.6% | +7.3% | +6.8% |
| 1Y | +28.4% | +20.1% | +8.3% | +7.5% |
| 3Y | +78.3% | +77.6% | +0.8% | +1.6% |
| 5Y | +87.8% | +82.4% | +5.3% | +3.3% |
| 10Y | +263.5% | +316.8% | -53.3% | -13.0% |
| All | +688.0% | +817.1% | -129.1% | -16.5% |
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