+37.4%
PRSU vs VOO
+325.3%
-287.8%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.8% | 0.0% | -0.2% |
| 7D | +1.2% | -0.8% | +1.9% | +2.1% |
| 30D | +4.2% | -1.1% | +5.3% | +5.6% |
| 3M | +1.7% | +3.9% | -2.2% | -3.5% |
| 6M | +29.1% | +13.6% | +15.5% | +9.3% |
| YTD | +44.2% | +12.7% | +31.4% | +23.3% |
| 1Y | +29.4% | +17.6% | +11.9% | +4.9% |
| 3Y | +79.8% | +77.3% | +2.5% | -13.3% |
| 5Y | +14.2% | +84.1% | -69.9% | -47.1% |
| All | +37.4% | +325.3% | -287.8% | -72.8% |
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