-90.0%
PRTS vs VOO
+777.9%
-867.8%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +0.3% | +5.8% | +5.7% |
| 7D | +21.4% | -2.7% | +24.2% | +24.5% |
| 30D | -3.7% | -5.4% | +1.7% | +2.3% |
| 3M | +44.7% | -4.1% | +48.8% | +51.9% |
| 6M | -7.9% | +0.7% | -8.7% | -8.5% |
| YTD | +67.6% | +8.7% | +58.9% | +53.7% |
| 1Y | +33.0% | +11.0% | +22.1% | +19.2% |
| 3Y | -72.6% | +75.5% | -148.1% | -84.9% |
| 5Y | -94.6% | +68.4% | -163.0% | -96.8% |
| 10Y | -70.1% | +315.7% | -385.8% | -92.2% |
| All | -90.0% | +777.9% | -867.8% | -99.1% |
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