-88.3%
PRHI vs VOO
+343.4%
-431.7%
-95.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.0% | -0.6% | +8.5% | +8.1% |
| 7D | +44.6% | +0.5% | +44.1% | +44.4% |
| 30D | +86.9% | -0.9% | +87.8% | +87.5% |
| 3M | +60.9% | +3.9% | +57.0% | +59.3% |
| 6M | +56.2% | +14.5% | +41.6% | +50.8% |
| YTD | +74.1% | +13.0% | +61.2% | +68.9% |
| 1Y | +63.8% | +19.4% | +44.3% | +56.8% |
| 3Y | -8.0% | +78.9% | -86.9% | -20.9% |
| 5Y | -61.7% | +82.3% | -144.0% | -67.4% |
| 10Y | -84.2% | +314.2% | -398.4% | -88.9% |
| All | -88.3% | +343.4% | -431.7% | -92.0% |
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