+327.5%
PRN vs VOO
+315.3%
+12.2%
-36.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.5% | -0.9% | -0.9% |
| 7D | +2.4% | -0.4% | +2.7% | +2.8% |
| 30D | -8.7% | -1.4% | -7.3% | -7.2% |
| 3M | -15.6% | +3.7% | -19.3% | -18.6% |
| 6M | +0.6% | +13.0% | -12.5% | -11.2% |
| YTD | +14.1% | +12.4% | +1.7% | +1.5% |
| 1Y | +22.3% | +18.6% | +3.7% | +3.2% |
| 3Y | +91.0% | +78.1% | +12.9% | +6.4% |
| 5Y | +96.3% | +82.3% | +14.0% | +7.0% |
| 10Y | +327.5% | +322.5% | +5.0% | -1.0% |
| All | +327.5% | +315.3% | +12.2% | -1.0% |
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 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