-82.1%
PRTA vs VOO
+315.3%
-397.4%
-94.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.5% | -2.1% | -1.9% |
| 7D | -4.0% | -0.4% | -3.6% | -3.5% |
| 30D | +2.0% | -1.4% | +3.3% | +3.8% |
| 3M | +9.8% | +3.7% | +6.1% | +4.2% |
| 6M | -5.2% | +13.0% | -18.2% | -19.4% |
| YTD | -2.6% | +12.4% | -15.1% | -16.6% |
| 1Y | +11.5% | +18.6% | -7.1% | -10.8% |
| 3Y | -82.3% | +78.1% | -160.4% | -91.9% |
| 5Y | -87.1% | +82.3% | -169.4% | -94.0% |
| 10Y | -82.1% | +322.5% | -404.6% | -98.2% |
| All | -82.1% | +315.3% | -397.4% | -98.2% |
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 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