-79.2%
PRLD vs VOO
+159.3%
-238.5%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.4% | +4.4% | +4.6% |
| 7D | -0.2% | +0.1% | -0.3% | -0.5% |
| 30D | +20.3% | +0.1% | +20.2% | +19.7% |
| 3M | +33.8% | +2.0% | +31.8% | +29.4% |
| 6M | +94.3% | +13.0% | +81.3% | +61.1% |
| YTD | +88.3% | +13.6% | +74.7% | +55.4% |
| 1Y | +378.9% | +20.1% | +358.9% | +272.0% |
| 3Y | +49.2% | +77.6% | -28.4% | -30.0% |
| 5Y | -85.4% | +82.4% | -167.8% | -93.2% |
| All | -79.2% | +159.3% | -238.5% | -93.5% |
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