-0.9%
PRHI vs VOO
+75.9%
-76.9%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.6% | -0.7% | -1.2% |
| 7D | +11.1% | -2.0% | +13.1% | +11.6% |
| 30D | +82.8% | -1.7% | +84.5% | +83.5% |
| 3M | +66.3% | +4.7% | +61.6% | +64.8% |
| 6M | +71.5% | +12.6% | +58.9% | +67.5% |
| YTD | +68.1% | +11.8% | +56.3% | +64.4% |
| 1Y | +30.0% | +17.5% | +12.5% | +27.6% |
| All | -0.9% | +75.9% | -76.9% | -5.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling