+172.0%
PRFZ vs VOO
+309.6%
-137.6%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.1% | +0.2% |
| 7D | +1.6% | +2.6% | -1.0% | -1.1% |
| 30D | +1.6% | -2.0% | +3.6% | +3.8% |
| 3M | -6.8% | -2.8% | -4.1% | -4.0% |
| 6M | +5.0% | +2.2% | +2.8% | +2.6% |
| YTD | +15.6% | +11.5% | +4.1% | +3.0% |
| 1Y | +19.7% | +13.5% | +6.2% | +4.7% |
| 3Y | +71.7% | +78.1% | -6.4% | -6.3% |
| 5Y | +40.3% | +73.1% | -32.9% | -21.0% |
| All | +172.0% | +309.6% | -137.6% | -40.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling