+475.7%
PRI vs VOO
+314.0%
+161.6%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.6% | -1.2% | -1.2% |
| 7D | 0.0% | +0.5% | -0.5% | -0.6% |
| 30D | -9.3% | -0.9% | -8.4% | -8.4% |
| 3M | +10.8% | +3.9% | +6.9% | +5.9% |
| 6M | +13.8% | +14.5% | -0.8% | -2.7% |
| YTD | +13.8% | +13.0% | +0.9% | -1.2% |
| 1Y | +7.4% | +19.4% | -12.0% | -12.8% |
| 3Y | +50.5% | +78.9% | -28.4% | -23.2% |
| 5Y | +111.9% | +82.3% | +29.7% | +4.8% |
| 10Y | +475.7% | +314.2% | +161.4% | -1.4% |
| All | +475.7% | +314.0% | +161.6% | -1.4% |
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