+819.1%
PRN vs VOO
+817.1%
+2.0%
-36.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.4% | +1.9% | +1.9% |
| 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% | -20.9% |
| 6M | -2.8% | +13.0% | -15.8% | -14.3% |
| YTD | +14.8% | +13.6% | +1.2% | +0.7% |
| 1Y | +22.3% | +20.1% | +2.2% | +1.5% |
| 3Y | +85.8% | +77.6% | +8.2% | +2.1% |
| 5Y | +94.2% | +82.4% | +11.8% | +3.7% |
| 10Y | +320.5% | +316.8% | +3.6% | -9.6% |
| All | +819.1% | +817.1% | +2.0% | -23.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling