-19.4%
PRTH vs VOO
+304.7%
-324.1%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.3% | -1.3% | -1.6% |
| 7D | -0.3% | -0.9% | +0.7% | +0.6% |
| 30D | +1.4% | -2.3% | +3.8% | +4.0% |
| 3M | +51.6% | -1.2% | +52.8% | +53.7% |
| 6M | +33.0% | +3.3% | +29.7% | +27.3% |
| YTD | +45.0% | +12.3% | +32.6% | +25.1% |
| 1Y | +42.3% | +12.5% | +29.8% | +22.8% |
| 3Y | +123.8% | +79.2% | +44.6% | +15.4% |
| 5Y | +20.2% | +75.7% | -55.4% | -36.9% |
| All | -19.4% | +304.7% | -324.1% | -75.5% |
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