+90.9%
PRN vs VOO
+80.9%
+10.0%
-30.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.4% | +1.9% | +2.0% |
| 7D | +0.6% | +0.1% | +0.5% | +0.5% |
| 30D | -10.2% | +0.1% | -10.3% | -10.3% |
| 3M | -19.6% | +2.0% | -21.6% | -21.4% |
| 6M | -2.8% | +13.0% | -15.8% | -16.9% |
| YTD | +14.8% | +13.6% | +1.2% | -2.4% |
| 1Y | +22.3% | +20.1% | +2.2% | -2.4% |
| All | +90.9% | +80.9% | +10.0% | -7.8% |
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