+23.7%
PRFD vs VOO
+107.5%
-83.8%
-11.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.3% | 0.0% |
| 7D | -0.2% | +0.1% | -0.3% | -0.2% |
| 30D | -0.1% | +0.1% | -0.2% | -0.1% |
| 3M | +0.2% | +2.0% | -1.8% | 0.0% |
| 6M | +0.3% | +13.0% | -12.7% | -1.1% |
| YTD | +1.7% | +13.6% | -11.9% | +0.2% |
| 1Y | +4.5% | +20.1% | -15.6% | +2.3% |
| 3Y | +29.2% | +77.6% | -48.4% | +17.9% |
| All | +23.7% | +107.5% | -83.8% | +8.9% |
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