-83.2%
PRFX vs VOO
+13.0%
-96.2%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.6% | +1.3% | -7.9% | -9.6% |
| 7D | -2.7% | -0.9% | -1.8% | -1.5% |
| 30D | -13.5% | -2.3% | -11.1% | -8.5% |
| 3M | -32.4% | -1.2% | -31.2% | -31.2% |
| 6M | -59.1% | +3.3% | -62.5% | -62.1% |
| YTD | -76.8% | +12.3% | -89.1% | -81.7% |
| 1Y | -83.2% | +12.5% | -95.7% | -86.5% |
| All | -83.2% | +13.0% | -96.2% | -86.5% |
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