+155.6%
PRM vs VOO
+73.6%
+82.0%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.3% | -1.4% | -1.5% |
| 7D | +9.1% | -0.9% | +10.1% | +10.1% |
| 30D | +13.2% | -2.3% | +15.6% | +15.9% |
| 3M | -11.2% | -1.2% | -10.0% | -10.1% |
| 6M | -4.6% | +3.3% | -8.0% | -8.0% |
| YTD | +11.4% | +12.3% | -0.9% | -1.8% |
| 1Y | +19.2% | +12.5% | +6.7% | +5.0% |
| 3Y | +807.4% | +79.2% | +728.2% | +394.7% |
| 5Y | +132.9% | +75.7% | +57.2% | +22.9% |
| All | +155.6% | +73.6% | +82.0% | +35.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling