+145.8%
PRM vs VOO
+68.0%
+77.8%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +0.3% | +4.5% | +4.5% |
| 7D | +5.1% | -2.7% | +7.8% | +8.0% |
| 30D | +3.7% | -5.4% | +9.1% | +9.8% |
| 3M | -21.0% | -4.1% | -17.0% | -17.6% |
| 6M | +7.6% | +0.7% | +6.9% | +6.6% |
| YTD | +7.2% | +8.7% | -1.6% | -2.3% |
| 1Y | +20.7% | +11.0% | +9.7% | +7.8% |
| 3Y | +827.7% | +75.5% | +752.2% | +417.4% |
| All | +145.8% | +68.0% | +77.8% | +35.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling