+65.2%
PRFZ vs VOO
+75.0%
-9.7%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -4.4% | +0.1% | +0.5% |
| 7D | -4.5% | -4.7% | +0.2% | +0.6% |
| 30D | -3.2% | -5.9% | +2.7% | +3.4% |
| 3M | -6.7% | -4.5% | -2.2% | -1.9% |
| 6M | +1.3% | +1.9% | -0.6% | -0.9% |
| YTD | +13.4% | +8.4% | +5.0% | +3.6% |
| 1Y | +15.7% | +9.5% | +6.2% | +4.6% |
| All | +65.2% | +75.0% | -9.7% | -19.3% |
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