-88.9%
PRTS vs VOO
+817.1%
-906.0%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.2% | -0.4% | +11.6% | +11.7% |
| 7D | +27.9% | +0.1% | +27.8% | +27.8% |
| 30D | +64.0% | +0.1% | +64.0% | +64.2% |
| 3M | +46.2% | +2.0% | +44.2% | +43.3% |
| 6M | +13.4% | +13.0% | +0.4% | -0.7% |
| YTD | +86.0% | +13.6% | +72.4% | +62.4% |
| 1Y | -15.5% | +20.1% | -35.5% | -30.5% |
| 3Y | -80.6% | +77.6% | -158.1% | -89.4% |
| 5Y | -94.7% | +82.4% | -177.1% | -97.0% |
| 10Y | -75.1% | +316.8% | -391.9% | -93.5% |
| All | -88.9% | +817.1% | -906.0% | -99.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling