-86.6%
PRTA vs VOO
+82.3%
-168.9%
-94.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.6% | -2.3% | -2.1% |
| 7D | -0.7% | +0.5% | -1.3% | -1.5% |
| 30D | +8.9% | -0.9% | +9.8% | +10.3% |
| 3M | +11.4% | +3.9% | +7.6% | +4.8% |
| 6M | -0.5% | +14.5% | -15.1% | -18.6% |
| YTD | -0.1% | +13.0% | -13.1% | -16.6% |
| 1Y | +12.4% | +19.4% | -7.1% | -13.5% |
| 3Y | -81.9% | +78.9% | -160.7% | -92.9% |
| 5Y | -86.6% | +82.3% | -168.9% | -94.8% |
| All | -86.6% | +82.3% | -168.9% | -94.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling