-85.9%
PRQR vs VOO
+369.0%
-454.9%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.4% | -0.6% | -0.6% |
| 7D | -9.6% | +0.1% | -9.7% | -9.7% |
| 30D | +5.1% | +0.1% | +5.0% | +4.8% |
| 3M | +35.3% | +2.0% | +33.3% | +32.9% |
| 6M | +21.8% | +13.0% | +8.7% | +8.7% |
| YTD | +2.5% | +13.6% | -11.1% | -9.0% |
| 1Y | -13.4% | +20.1% | -33.5% | -27.1% |
| 3Y | +30.2% | +77.6% | -47.4% | -24.6% |
| 5Y | -70.0% | +82.4% | -152.5% | -82.1% |
| 10Y | -64.9% | +316.8% | -381.8% | -91.6% |
| All | -85.9% | +369.0% | -454.9% | -96.9% |
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