+16.9%
PRLD vs VOO
+79.1%
-62.2%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -0.3% | -6.5% | -6.2% |
| 7D | -1.0% | +3.3% | -4.3% | -6.7% |
| 30D | -1.1% | -2.7% | +1.6% | +5.3% |
| 3M | -38.6% | -1.7% | -36.8% | -36.0% |
| 6M | -24.1% | +3.1% | -27.3% | -28.0% |
| YTD | +21.4% | +11.9% | +9.4% | -0.8% |
| 1Y | +139.5% | +12.1% | +127.4% | +93.9% |
| All | +16.9% | +79.1% | -62.2% | -65.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling