-35.3%
PRIM vs VOO
+1.5%
-36.8%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | +0.3% | +9.5% | +9.1% |
| 7D | -10.1% | -2.7% | -7.4% | -3.7% |
| 30D | -20.4% | -5.4% | -15.0% | -7.9% |
| 3M | -18.4% | -4.1% | -14.3% | -8.9% |
| 6M | -35.3% | +0.7% | -36.0% | -35.2% |
| All | -35.3% | +1.5% | -36.8% | -35.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling