+34.3%
PRHI vs VOO
+18.2%
+16.1%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.8% | +3.3% | +3.4% |
| 7D | +8.6% | -0.8% | +9.3% | +9.3% |
| 30D | +110.1% | -1.1% | +111.2% | +112.3% |
| 3M | +75.2% | +3.9% | +71.3% | +69.2% |
| 6M | +75.4% | +13.6% | +61.7% | +52.7% |
| YTD | +75.1% | +12.7% | +62.4% | +53.9% |
| 1Y | +34.3% | +17.6% | +16.7% | +121.9% |
| All | +34.3% | +18.2% | +16.1% | +121.9% |
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 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