+53.3%
PRHI vs VOO
+20.9%
+32.4%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -0.4% | +7.0% | +7.0% |
| 7D | +19.5% | +0.1% | +19.4% | +19.5% |
| 30D | +59.4% | +0.1% | +59.3% | +59.6% |
| 3M | +41.5% | +2.0% | +39.5% | +39.8% |
| 6M | +32.2% | +13.0% | +19.2% | +15.3% |
| YTD | +61.3% | +13.6% | +47.7% | +40.4% |
| 1Y | +53.3% | +20.1% | +33.3% | +156.7% |
| All | +53.3% | +20.9% | +32.4% | +156.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling