-53.3%
PROF vs VOO
+82.6%
-135.9%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.4% | +1.7% | +1.7% |
| 7D | +0.6% | +0.1% | +0.5% | +0.4% |
| 30D | -13.8% | +0.1% | -13.8% | -13.9% |
| 3M | +1.5% | +2.0% | -0.5% | -0.7% |
| 6M | -7.9% | +13.0% | -20.9% | -18.6% |
| YTD | -12.5% | +13.6% | -26.0% | -22.7% |
| 1Y | +55.9% | +20.1% | +35.8% | +30.7% |
| 3Y | -23.8% | +77.6% | -101.3% | -58.9% |
| All | -53.3% | +82.6% | -135.9% | -76.1% |
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