+99.8%
PRK vs VOO
+82.6%
+17.2%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.1% | -0.2% |
| 7D | -1.7% | +0.1% | -1.8% | -1.8% |
| 30D | -5.8% | +0.1% | -5.8% | -5.8% |
| 3M | +13.2% | +2.0% | +11.2% | +11.0% |
| 6M | +18.1% | +13.0% | +5.1% | +6.2% |
| YTD | +30.3% | +13.6% | +16.7% | +16.7% |
| 1Y | +16.2% | +20.1% | -3.8% | -1.0% |
| 3Y | +106.2% | +77.6% | +28.6% | +28.4% |
| All | +99.8% | +82.6% | +17.2% | +21.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling