-57.9%
PRT vs VOO
+12.1%
-70.0%
-63.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.4% | +4.6% | +4.1% |
| 7D | +4.2% | +2.6% | +1.7% | +4.9% |
| 30D | -13.0% | -2.0% | -11.0% | -13.5% |
| 3M | -31.2% | -2.8% | -28.4% | -31.7% |
| 6M | -42.2% | +2.2% | -44.4% | -41.8% |
| YTD | -43.3% | +11.5% | -54.8% | -41.6% |
| 1Y | -57.9% | +13.5% | -71.4% | -56.8% |
| All | -57.9% | +12.1% | -70.0% | -56.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling