+28.5%
PRS vs VOO
+202.8%
-174.3%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.3% | -0.6% |
| 7D | +0.6% | -0.4% | +0.9% | +0.7% |
| 30D | -2.1% | -1.4% | -0.7% | -1.6% |
| 3M | -5.2% | +3.7% | -8.9% | -6.3% |
| 6M | -11.5% | +13.0% | -24.5% | -14.8% |
| YTD | -9.8% | +12.4% | -22.2% | -13.1% |
| 1Y | -12.6% | +18.6% | -31.2% | -17.2% |
| 3Y | +2.3% | +78.1% | -75.7% | -15.5% |
| 5Y | -0.5% | +82.3% | -82.8% | -19.3% |
| All | +28.5% | +202.8% | -174.3% | -16.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling