-87.8%
PRTA vs VOO
+311.2%
-399.0%
-94.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -0.3% | -5.4% | -5.3% |
| 7D | +4.3% | +3.3% | +1.0% | +0.4% |
| 30D | -1.6% | -2.7% | +1.1% | +2.2% |
| 3M | -11.1% | -1.7% | -9.4% | -8.9% |
| 6M | -12.7% | +3.1% | -15.8% | -16.2% |
| YTD | -13.8% | +11.9% | -25.8% | -25.4% |
| 1Y | -24.1% | +12.1% | -36.2% | -34.5% |
| 3Y | -75.3% | +78.6% | -153.9% | -88.6% |
| 5Y | -85.6% | +73.8% | -159.4% | -92.9% |
| All | -87.8% | +311.2% | -399.0% | -98.3% |
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