+28.6%
PRS vs VOO
+205.9%
-177.2%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.7% | +0.4% |
| 7D | -0.7% | +0.1% | -0.8% | -0.8% |
| 30D | -3.8% | +0.1% | -3.9% | -3.9% |
| 3M | -5.7% | +2.0% | -7.8% | -6.4% |
| 6M | -12.1% | +13.0% | -25.1% | -15.4% |
| YTD | -9.7% | +13.6% | -23.3% | -13.2% |
| 1Y | -11.8% | +20.1% | -31.9% | -16.7% |
| 3Y | +2.4% | +77.6% | -75.1% | -15.3% |
| 5Y | -0.5% | +82.4% | -82.9% | -19.3% |
| All | +28.6% | +205.9% | -177.2% | -17.0% |
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