+1,224.4%
PRIM vs VOO
+777.9%
+446.6%
-70.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | +0.3% | +9.5% | +9.4% |
| 7D | -10.1% | -2.7% | -7.4% | -6.7% |
| 30D | -20.4% | -5.4% | -15.0% | -14.2% |
| 3M | -18.4% | -4.1% | -14.3% | -13.6% |
| 6M | -35.3% | +0.7% | -36.0% | -34.8% |
| YTD | -47.2% | +8.7% | -55.9% | -52.2% |
| 1Y | -48.2% | +11.0% | -59.1% | -54.2% |
| 3Y | +118.3% | +75.5% | +42.8% | +12.6% |
| 5Y | +137.5% | +68.4% | +69.1% | +27.6% |
| 10Y | +275.0% | +315.7% | -40.7% | -36.4% |
| All | +1,224.4% | +777.9% | +446.6% | -25.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling