-74.0%
PRQR vs VOO
+81.6%
-155.6%
-93.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.5% | -2.5% | -2.4% |
| 7D | -7.4% | -0.4% | -7.1% | -7.1% |
| 30D | +9.9% | -1.4% | +11.3% | +11.4% |
| 3M | +35.4% | +3.7% | +31.7% | +30.4% |
| 6M | +5.3% | +13.0% | -7.7% | -6.9% |
| YTD | -1.5% | +12.4% | -13.9% | -12.6% |
| 1Y | -14.6% | +18.6% | -33.2% | -28.1% |
| 3Y | +29.2% | +78.1% | -48.8% | -26.3% |
| 5Y | -74.0% | +82.3% | -156.3% | -80.6% |
| All | -74.0% | +81.6% | -155.6% | -80.6% |
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