+525.6%
PRK vs VOO
+817.1%
-291.5%
-40.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.1% | -0.1% |
| 7D | -1.7% | +0.1% | -1.8% | -1.8% |
| 30D | -5.8% | +0.1% | -5.8% | -5.9% |
| 3M | +13.2% | +2.0% | +11.2% | +10.5% |
| 6M | +18.1% | +13.0% | +5.1% | +3.9% |
| YTD | +30.3% | +13.6% | +16.7% | +14.1% |
| 1Y | +16.2% | +20.1% | -3.8% | -3.9% |
| 3Y | +106.2% | +77.6% | +28.6% | +15.4% |
| 5Y | +100.8% | +82.4% | +18.4% | +7.8% |
| 10Y | +191.3% | +316.8% | -125.6% | -40.0% |
| All | +525.6% | +817.1% | -291.5% | -59.0% |
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