-35.9%
PRME vs VOO
+78.5%
-114.4%
-88.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | -0.4% | +10.1% | +10.6% |
| 7D | -8.2% | +2.6% | -10.7% | -13.7% |
| 30D | +36.4% | -2.0% | +38.4% | +44.7% |
| 3M | +34.7% | -2.8% | +37.5% | +46.7% |
| 6M | +30.6% | +2.2% | +28.4% | +27.9% |
| YTD | +23.1% | +11.5% | +11.5% | -0.1% |
| 1Y | +28.2% | +13.5% | +14.7% | 0.0% |
| 3Y | -35.9% | +78.1% | -114.0% | -83.1% |
| All | -35.9% | +78.5% | -114.4% | -83.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling