+326.6%
PRMB vs VOO
+775.2%
-448.6%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -4.4% | +9.7% | +8.8% |
| 7D | +13.8% | -4.7% | +18.5% | +17.7% |
| 30D | +15.2% | -5.9% | +21.1% | +20.3% |
| 3M | -12.1% | -4.5% | -7.6% | -9.3% |
| 6M | +10.4% | +1.9% | +8.5% | +8.1% |
| YTD | +37.6% | +8.4% | +29.2% | +28.3% |
| 1Y | 0.0% | +9.5% | -9.5% | -7.3% |
| 3Y | +63.6% | +75.3% | -11.7% | +1.6% |
| 5Y | +32.1% | +67.9% | -35.8% | -15.4% |
| 10Y | +112.7% | +314.4% | -201.7% | -34.2% |
| All | +326.6% | +775.2% | -448.6% | -30.4% |
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 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