-86.3%
PRLD vs VOO
+148.2%
-234.5%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.3% | +1.0% | +0.8% |
| 7D | -7.2% | -2.7% | -4.5% | -2.5% |
| 30D | -6.0% | -5.4% | -0.6% | +3.4% |
| 3M | -23.1% | -4.1% | -19.0% | -17.4% |
| 6M | -25.6% | +0.7% | -26.4% | -26.1% |
| YTD | +24.1% | +8.7% | +15.4% | +10.8% |
| 1Y | +166.7% | +11.0% | +155.7% | +129.7% |
| 3Y | +22.0% | +75.5% | -53.4% | -40.8% |
| 5Y | -79.0% | +68.4% | -147.4% | -89.1% |
| All | -86.3% | +148.2% | -234.5% | -95.4% |
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