+1,405.7%
PRIM vs VOO
+817.1%
+588.6%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.4% | +1.5% | +1.6% |
| 7D | +1.8% | +0.1% | +1.7% | +1.6% |
| 30D | -10.8% | +0.1% | -10.8% | -10.8% |
| 3M | -41.6% | +2.0% | -43.6% | -42.5% |
| 6M | -48.5% | +13.0% | -61.5% | -55.9% |
| YTD | -40.0% | +13.6% | -53.5% | -48.9% |
| 1Y | -36.4% | +20.1% | -56.4% | -49.1% |
| 3Y | +110.4% | +77.6% | +32.8% | +6.2% |
| 5Y | +190.3% | +82.4% | +107.8% | +40.0% |
| 10Y | +310.4% | +316.8% | -6.4% | -30.6% |
| All | +1,405.7% | +817.1% | +588.6% | -20.3% |
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 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