-10.2%
PRVA vs VOO
+98.5%
-108.7%
-67.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.3% | +0.3% |
| 7D | -0.6% | +0.1% | -0.7% | -0.8% |
| 30D | -13.8% | +0.1% | -13.8% | -13.8% |
| 3M | -3.3% | +2.0% | -5.3% | -5.7% |
| 6M | -15.0% | +13.0% | -28.0% | -25.7% |
| YTD | -12.9% | +13.6% | -26.4% | -24.3% |
| 1Y | -10.6% | +20.1% | -30.7% | -26.9% |
| 3Y | -21.4% | +77.6% | -99.0% | -59.8% |
| 5Y | -35.5% | +82.4% | -118.0% | -67.5% |
| All | -10.2% | +98.5% | -108.7% | -56.0% |
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