-99.9%
PRFX vs VOO
+72.0%
-171.9%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +2.3% | -9.2% | -9.7% |
| 7D | +8.1% | +0.1% | +8.1% | +7.6% |
| 30D | -7.7% | -3.3% | -4.4% | -4.0% |
| 3M | -22.0% | -2.4% | -19.6% | -20.0% |
| 6M | -58.2% | +2.6% | -60.8% | -59.0% |
| YTD | -74.7% | +11.3% | -86.0% | -77.2% |
| 1Y | -83.8% | +13.4% | -97.2% | -85.7% |
| 3Y | -98.7% | +80.3% | -179.0% | -99.3% |
| 5Y | -99.9% | +72.7% | -172.6% | -99.9% |
| All | -99.9% | +72.0% | -171.9% | -99.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling