-83.9%
PRFX vs VOO
+9.9%
-93.8%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.8% | +0.3% | +14.5% | +14.0% |
| 7D | +19.3% | -2.7% | +22.0% | +26.3% |
| 30D | -0.8% | -5.4% | +4.6% | +13.4% |
| 3M | -20.8% | -4.1% | -16.8% | -13.5% |
| 6M | -54.4% | +0.7% | -55.1% | -54.5% |
| YTD | -72.9% | +8.7% | -81.6% | -76.4% |
| 1Y | -83.9% | +11.0% | -94.8% | -86.1% |
| All | -83.9% | +9.9% | -93.8% | -86.1% |
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