+13.2%
PRSU vs VOO
+80.3%
-67.2%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.6% | +0.7% | +0.8% |
| 7D | +0.2% | -2.0% | +2.2% | +2.7% |
| 30D | +4.3% | -1.7% | +5.9% | +6.4% |
| 3M | +3.8% | +4.7% | -0.9% | -2.2% |
| 6M | +30.1% | +12.6% | +17.6% | +12.2% |
| YTD | +42.9% | +11.8% | +31.1% | +24.3% |
| 1Y | +33.1% | +17.5% | +15.5% | +8.9% |
| 3Y | +77.2% | +77.0% | +0.2% | -11.4% |
| 5Y | +13.2% | +82.6% | -69.4% | -42.9% |
| All | +13.2% | +80.3% | -67.2% | -42.9% |
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 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