+115.8%
PRI vs VOO
+83.3%
+32.5%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.4% | -0.4% |
| 7D | +1.8% | +0.1% | +1.7% | +1.7% |
| 30D | -7.4% | +0.1% | -7.5% | -7.5% |
| 3M | +15.1% | +2.0% | +13.1% | +12.7% |
| 6M | +13.6% | +13.0% | +0.6% | +1.7% |
| YTD | +15.9% | +13.6% | +2.3% | +3.3% |
| 1Y | +9.8% | +20.1% | -10.3% | -7.2% |
| 3Y | +51.1% | +77.6% | -26.4% | -10.3% |
| All | +115.8% | +83.3% | +32.5% | +24.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling