+263.1%
PRIM vs VOO
+309.9%
-46.8%
-70.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | +0.3% | +9.5% | +9.4% |
| 7D | -10.1% | -2.7% | -7.4% | -6.8% |
| 30D | -20.4% | -5.4% | -15.0% | -14.4% |
| 3M | -18.4% | -4.1% | -14.3% | -13.7% |
| 6M | -35.3% | +0.7% | -36.0% | -34.8% |
| YTD | -47.2% | +8.7% | -55.9% | -52.0% |
| 1Y | -48.2% | +11.0% | -59.1% | -53.9% |
| 3Y | +118.3% | +75.5% | +42.8% | +17.0% |
| 5Y | +137.5% | +68.4% | +69.1% | +32.7% |
| All | +263.1% | +309.9% | -46.8% | -44.2% |
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