-29.1%
PROF vs VOO
+168.5%
-197.7%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -4.4% | +0.5% | +0.8% |
| 7D | +17.4% | -4.7% | +22.1% | +23.4% |
| 30D | +13.2% | -5.9% | +19.1% | +20.5% |
| 3M | -13.9% | -4.5% | -9.4% | -9.7% |
| 6M | -5.4% | +1.9% | -7.2% | -7.6% |
| YTD | -12.6% | +8.4% | -21.0% | -19.3% |
| 1Y | +17.4% | +9.5% | +8.0% | +7.2% |
| 3Y | -28.3% | +75.3% | -103.6% | -62.0% |
| 5Y | -39.1% | +67.9% | -107.0% | -65.8% |
| All | -29.1% | +168.5% | -197.7% | -76.0% |
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