+86.9%
PRG vs VOO
+314.0%
-227.1%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.6% | -2.5% | -2.4% |
| 7D | +1.3% | +0.5% | +0.7% | +0.6% |
| 30D | -10.8% | -0.9% | -9.9% | -9.6% |
| 3M | +6.6% | +3.9% | +2.7% | +1.5% |
| 6M | +15.9% | +14.5% | +1.4% | -2.7% |
| YTD | +30.7% | +13.0% | +17.8% | +11.8% |
| 1Y | +9.2% | +19.4% | -10.2% | -13.3% |
| 3Y | +17.8% | +78.9% | -61.1% | -45.6% |
| 5Y | -13.6% | +82.3% | -95.9% | -59.9% |
| 10Y | +86.9% | +314.2% | -227.3% | -69.9% |
| All | +86.9% | +314.0% | -227.1% | -69.9% |
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