-17.5%
PRVA vs VOO
+72.6%
-90.1%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.4% | +4.1% | +4.1% |
| 7D | +0.5% | +2.6% | -2.0% | -2.1% |
| 30D | +13.3% | -2.0% | +15.3% | +15.0% |
| 3M | +12.8% | -2.8% | +15.6% | +15.3% |
| 6M | +8.5% | +2.2% | +6.3% | +4.8% |
| YTD | +3.5% | +11.5% | -8.0% | -9.1% |
| 1Y | +3.4% | +13.5% | -10.1% | -11.0% |
| 3Y | +15.3% | +78.1% | -62.8% | -42.6% |
| All | -17.5% | +72.6% | -90.1% | -56.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling