+24.0%
PRN vs VOO
+19.4%
+4.6%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.6% | +1.4% | +1.9% |
| 7D | +3.7% | +0.5% | +3.2% | +2.6% |
| 30D | -9.0% | -0.9% | -8.0% | -7.3% |
| 3M | -14.6% | +3.9% | -18.4% | -20.6% |
| 6M | +4.3% | +14.5% | -10.2% | -18.7% |
| YTD | +15.7% | +13.0% | +2.8% | -7.7% |
| All | +24.0% | +19.4% | +4.6% | -11.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling