-85.4%
PRFX vs VOO
+14.7%
-100.1%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.6% | +1.6% | +6.0% | +3.2% |
| 7D | -1.9% | -0.7% | -1.2% | +0.1% |
| 30D | -13.5% | -1.1% | -12.4% | -10.7% |
| 3M | -32.3% | -0.3% | -32.0% | -32.0% |
| 6M | -61.2% | +7.4% | -68.5% | -66.3% |
| YTD | -76.2% | +13.4% | -89.5% | -81.2% |
| 1Y | -85.4% | +14.8% | -100.2% | -88.5% |
| All | -85.4% | +14.7% | -100.1% | -88.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling