-72.6%
PRTS vs VOO
+75.5%
-148.1%
-88.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +0.3% | +5.8% | +5.7% |
| 7D | +21.4% | -2.7% | +24.2% | +24.9% |
| 30D | -3.7% | -5.4% | +1.7% | +3.5% |
| 3M | +44.7% | -4.1% | +48.8% | +53.2% |
| 6M | -7.9% | +0.7% | -8.7% | -8.7% |
| YTD | +67.6% | +8.7% | +58.9% | +50.6% |
| 1Y | +33.0% | +11.0% | +22.1% | +16.1% |
| 3Y | -72.6% | +75.5% | -148.1% | -90.9% |
| All | -72.6% | +75.5% | -148.1% | -90.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling