-70.2%
PRT vs VOO
+226.5%
-296.7%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.4% |
| 7D | -0.5% | -2.0% | +1.5% | +1.0% |
| 30D | -1.8% | -1.7% | -0.1% | -0.6% |
| 3M | +1.1% | +4.7% | -3.7% | -2.7% |
| 6M | -35.7% | +12.6% | -48.2% | -41.7% |
| YTD | -19.8% | +11.8% | -31.5% | -26.9% |
| 1Y | -40.0% | +17.5% | -57.5% | -47.6% |
| 3Y | -56.0% | +77.0% | -133.0% | -73.4% |
| 5Y | -47.1% | +82.6% | -129.7% | -69.7% |
| All | -70.2% | +226.5% | -296.7% | -90.1% |
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