-79.0%
PRT vs VOO
+225.8%
-304.8%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.4% | +4.6% | +4.5% |
| 7D | +4.2% | +2.6% | +1.7% | +2.3% |
| 30D | -13.0% | -2.0% | -11.0% | -12.0% |
| 3M | -31.2% | -2.8% | -28.4% | -30.1% |
| 6M | -42.2% | +2.2% | -44.4% | -43.6% |
| YTD | -43.3% | +11.5% | -54.8% | -48.5% |
| 1Y | -57.9% | +13.5% | -71.4% | -62.4% |
| 3Y | -63.5% | +78.1% | -141.6% | -78.1% |
| 5Y | -66.3% | +73.1% | -139.5% | -79.7% |
| All | -79.0% | +225.8% | -304.8% | -93.0% |
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 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