+141.6%
PRMB vs VOO
+309.6%
-168.1%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.7% | +0.6% |
| 7D | +6.7% | +2.6% | +4.1% | +4.7% |
| 30D | +27.2% | -2.0% | +29.1% | +28.7% |
| 3M | -3.1% | -2.8% | -0.3% | -1.4% |
| 6M | +3.0% | +2.2% | +0.8% | +0.8% |
| YTD | +48.4% | +11.5% | +36.8% | +35.4% |
| 1Y | +49.7% | +13.5% | +36.2% | +34.7% |
| 3Y | +77.9% | +78.1% | -0.2% | +8.9% |
| 5Y | +39.1% | +73.1% | -34.0% | -13.5% |
| All | +141.6% | +309.6% | -168.1% | -35.4% |
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