+539.3%
PRFZ vs VOO
+817.1%
-277.8%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.7% |
| 7D | -0.7% | +0.1% | -0.8% | -0.8% |
| 30D | -1.3% | +0.1% | -1.3% | -1.3% |
| 3M | +4.9% | +2.0% | +2.9% | +2.6% |
| 6M | +13.4% | +13.0% | +0.3% | -0.9% |
| YTD | +20.0% | +13.6% | +6.4% | +4.3% |
| 1Y | +23.2% | +20.1% | +3.1% | +0.9% |
| 3Y | +60.3% | +77.6% | -17.3% | -14.3% |
| 5Y | +55.6% | +82.4% | -26.9% | -19.4% |
| 10Y | +192.7% | +316.8% | -124.2% | -40.3% |
| All | +539.3% | +817.1% | -277.8% | -53.1% |
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