-36.6%
PROF vs VOO
+75.2%
-111.8%
-74.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.6% | +0.8% | +0.7% |
| 7D | +23.9% | -0.7% | +24.6% | +24.5% |
| 30D | +18.7% | -1.1% | +19.8% | +19.8% |
| 3M | -14.4% | -0.3% | -14.0% | -14.2% |
| 6M | +6.9% | +7.4% | -0.5% | -1.1% |
| YTD | -9.0% | +13.4% | -22.4% | -19.7% |
| 1Y | +21.6% | +14.8% | +6.8% | +6.0% |
| 3Y | -25.4% | +83.3% | -108.7% | -61.5% |
| All | -36.6% | +75.2% | -111.8% | -66.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling