+164.7%
PRM vs VOO
+75.5%
+89.1%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.4% | -0.5% | -0.5% |
| 7D | +3.7% | +0.1% | +3.6% | +3.6% |
| 30D | -9.2% | +0.1% | -9.2% | -9.2% |
| 3M | +4.1% | +2.0% | +2.1% | +1.9% |
| 6M | +31.5% | +13.0% | +18.5% | +15.2% |
| YTD | +15.4% | +13.6% | +1.8% | +0.6% |
| 1Y | +42.5% | +20.1% | +22.5% | +16.8% |
| 3Y | +437.4% | +77.6% | +359.8% | +195.9% |
| All | +164.7% | +75.5% | +89.1% | +39.0% |
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 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