+125.6%
PRMB vs VOO
+317.9%
-192.3%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.8% | +2.3% | +5.4% | +6.0% |
| 7D | +16.2% | +0.1% | +16.1% | +15.8% |
| 30D | +25.2% | -3.3% | +28.5% | +28.1% |
| 3M | +2.9% | -2.4% | +5.3% | +4.5% |
| 6M | +4.9% | +2.6% | +2.3% | +2.4% |
| YTD | +49.9% | +11.3% | +38.6% | +37.1% |
| 1Y | +70.7% | +13.4% | +57.2% | +53.7% |
| 3Y | +77.5% | +80.3% | -2.8% | +7.4% |
| 5Y | +43.3% | +72.7% | -29.4% | -10.8% |
| 10Y | +125.6% | +310.0% | -184.4% | -43.4% |
| All | +125.6% | +317.9% | -192.3% | -43.4% |
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 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