+674.4%
PRF vs VOO
+777.9%
-103.4%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.3% | -0.6% | -0.5% |
| 7D | -1.7% | -2.7% | +1.0% | +0.8% |
| 30D | +0.1% | -5.4% | +5.5% | +5.4% |
| 3M | -0.5% | -4.1% | +3.5% | +3.3% |
| 6M | +5.7% | +0.7% | +5.0% | +4.6% |
| YTD | +18.8% | +8.7% | +10.1% | +9.3% |
| 1Y | +23.5% | +11.0% | +12.5% | +11.3% |
| 3Y | +81.0% | +75.5% | +5.5% | +4.1% |
| 5Y | +77.1% | +68.4% | +8.8% | +5.2% |
| 10Y | +271.8% | +315.7% | -43.9% | -11.2% |
| All | +674.4% | +777.9% | -103.4% | -14.5% |
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