-79.7%
PRT vs VOO
+224.0%
-303.7%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.3% | -0.4% | -0.4% |
| 7D | +4.4% | -0.6% | +5.0% | +4.6% |
| 30D | -18.3% | -3.6% | -14.6% | -16.3% |
| 3M | -33.8% | -2.7% | -31.1% | -32.8% |
| 6M | -42.9% | +2.2% | -45.1% | -44.3% |
| YTD | -45.2% | +10.9% | -56.1% | -50.0% |
| 1Y | -59.9% | +11.3% | -71.2% | -63.6% |
| 3Y | -64.1% | +76.9% | -141.0% | -78.4% |
| 5Y | -66.8% | +73.5% | -140.4% | -80.1% |
| All | -79.7% | +224.0% | -303.7% | -93.2% |
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