-69.7%
PRT vs VOO
+231.8%
-301.5%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.4% | +1.8% | +1.7% |
| 7D | -0.8% | +0.1% | -0.9% | -0.9% |
| 30D | +0.1% | +0.1% | 0.0% | 0.0% |
| 3M | +7.9% | +2.0% | +5.9% | +5.8% |
| 6M | -35.6% | +13.0% | -48.6% | -41.8% |
| YTD | -18.3% | +13.6% | -31.9% | -26.4% |
| 1Y | -40.6% | +20.1% | -60.7% | -49.0% |
| 3Y | -54.3% | +77.6% | -131.9% | -72.4% |
| 5Y | -46.0% | +82.4% | -128.4% | -68.9% |
| All | -69.7% | +231.8% | -301.5% | -90.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling