-20.5%
PRVA vs VOO
+75.9%
-96.4%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | +0.2% |
| 7D | -1.5% | -2.0% | +0.5% | +0.1% |
| 30D | -7.3% | -1.7% | -5.7% | -6.1% |
| 3M | -11.0% | +4.7% | -15.8% | -14.4% |
| 6M | -9.3% | +12.6% | -21.9% | -18.3% |
| YTD | -14.1% | +11.8% | -25.8% | -22.1% |
| 1Y | -10.2% | +17.5% | -27.7% | -21.9% |
| All | -20.5% | +75.9% | -96.4% | -56.6% |
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