+229.0%
PRIM vs VOO
+306.9%
-77.9%
-70.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.3% | -1.6% | -1.5% |
| 7D | -12.2% | -0.6% | -11.6% | -11.2% |
| 30D | -16.4% | -3.6% | -12.8% | -12.0% |
| 3M | -13.4% | -2.7% | -10.6% | -9.8% |
| 6M | -33.2% | +2.2% | -35.4% | -33.7% |
| YTD | -43.6% | +10.9% | -54.5% | -49.9% |
| 1Y | -45.7% | +11.3% | -57.0% | -51.8% |
| 3Y | +132.3% | +76.9% | +55.4% | +23.5% |
| 5Y | +172.3% | +73.5% | +98.8% | +47.1% |
| 10Y | +229.0% | +307.7% | -78.7% | -37.3% |
| All | +229.0% | +306.9% | -77.9% | -37.3% |
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