+317.5%
PRN vs VOO
+306.9%
+10.6%
-36.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.3% | +1.3% | +1.4% |
| 7D | -1.7% | -0.6% | -1.1% | -1.1% |
| 30D | -2.9% | -3.6% | +0.8% | +1.2% |
| 3M | -11.8% | -2.7% | -9.1% | -9.1% |
| 6M | -19.7% | +2.2% | -22.0% | -21.2% |
| YTD | +10.2% | +10.9% | -0.7% | -0.6% |
| 1Y | +7.5% | +11.3% | -3.8% | -3.1% |
| 3Y | +87.1% | +76.9% | +10.2% | +4.8% |
| 5Y | +66.7% | +73.5% | -6.8% | -4.5% |
| 10Y | +317.5% | +307.7% | +9.8% | -4.1% |
| All | +317.5% | +306.9% | +10.6% | -4.1% |
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 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