+315.4%
PRN vs VOO
+317.9%
-2.5%
-36.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +2.3% | +0.9% | +0.6% |
| 7D | -2.1% | +0.1% | -2.2% | -2.2% |
| 30D | -3.8% | -3.3% | -0.5% | -0.2% |
| 3M | -14.2% | -2.4% | -11.8% | -11.8% |
| 6M | -20.5% | +2.6% | -23.1% | -22.3% |
| YTD | +9.1% | +11.3% | -2.2% | -1.9% |
| 1Y | +8.2% | +13.4% | -5.3% | -4.5% |
| 3Y | +89.3% | +80.3% | +9.0% | +4.0% |
| 5Y | +63.4% | +72.7% | -9.3% | -5.9% |
| 10Y | +315.4% | +310.0% | +5.4% | -5.4% |
| All | +315.4% | +317.9% | -2.5% | -5.4% |
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 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