+42.0%
PRFZ vs VOO
+72.0%
-30.0%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +2.3% | +0.7% | +0.6% |
| 7D | +0.5% | +0.1% | +0.4% | +0.4% |
| 30D | +0.6% | -3.3% | +3.9% | +4.2% |
| 3M | -4.4% | -2.4% | -2.0% | -2.0% |
| 6M | +4.6% | +2.6% | +2.0% | +1.7% |
| YTD | +17.3% | +11.3% | +6.0% | +4.7% |
| 1Y | +20.6% | +13.4% | +7.2% | +5.6% |
| 3Y | +75.6% | +80.3% | -4.6% | -4.5% |
| 5Y | +42.0% | +72.7% | -30.7% | -19.4% |
| All | +42.0% | +72.0% | -30.0% | -19.4% |
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 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