-99.0%
PRFX vs VOO
+75.0%
-174.0%
-99.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -4.4% | +3.6% | +5.7% |
| 7D | +1.2% | -4.7% | +5.9% | +8.5% |
| 30D | -13.8% | -5.9% | -7.9% | -5.6% |
| 3M | -31.0% | -4.5% | -26.5% | -26.4% |
| 6M | -60.7% | +1.9% | -62.5% | -61.0% |
| YTD | -76.4% | +8.4% | -84.8% | -78.2% |
| 1Y | -86.4% | +9.5% | -95.9% | -87.6% |
| All | -99.0% | +75.0% | -174.0% | -99.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling