+323.7%
PRMB vs VOO
+817.1%
-493.3%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.4% | +0.8% | +0.7% |
| 7D | -4.3% | +0.1% | -4.5% | -4.5% |
| 30D | -12.7% | +0.1% | -12.7% | -12.7% |
| 3M | -3.9% | +2.0% | -5.9% | -5.5% |
| 6M | -1.3% | +13.0% | -14.4% | -10.4% |
| YTD | +36.7% | +13.6% | +23.1% | +23.5% |
| 1Y | -10.4% | +20.1% | -30.5% | -22.5% |
| 3Y | +57.9% | +77.6% | -19.7% | -2.2% |
| 5Y | +40.6% | +82.4% | -41.9% | -15.4% |
| 10Y | +65.6% | +316.8% | -251.2% | -48.7% |
| All | +323.7% | +817.1% | -493.3% | -33.0% |
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