-100.0%
PRFX vs VOO
+139.8%
-239.7%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.4% | -0.7% | -0.7% |
| 7D | +0.7% | +0.1% | +0.6% | +0.6% |
| 30D | -12.0% | +0.1% | -12.1% | -11.9% |
| 3M | -45.9% | +2.0% | -47.9% | -46.4% |
| 6M | -65.3% | +13.0% | -78.3% | -69.1% |
| YTD | -69.8% | +13.6% | -83.4% | -73.2% |
| 1Y | -88.1% | +20.1% | -108.2% | -89.9% |
| 3Y | -99.3% | +77.6% | -176.8% | -99.6% |
| 5Y | -99.9% | +82.4% | -182.3% | -99.9% |
| All | -100.0% | +139.8% | -239.7% | -100.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling