-98.7%
PRFX vs VOO
+78.4%
-177.1%
-99.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +2.3% | -9.2% | -10.2% |
| 7D | +8.2% | +0.1% | +8.1% | +7.5% |
| 30D | -7.7% | -3.3% | -4.4% | -3.2% |
| 3M | -22.0% | -2.4% | -19.6% | -19.6% |
| 6M | -58.2% | +2.6% | -60.8% | -59.2% |
| YTD | -74.7% | +11.3% | -86.0% | -77.6% |
| 1Y | -83.8% | +13.4% | -97.2% | -85.9% |
| 3Y | -98.7% | +80.3% | -179.0% | -99.3% |
| All | -98.7% | +78.4% | -177.1% | -99.3% |
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