+32.6%
PRVS vs VOO
+27.1%
+5.6%
-17.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +2.3% | -0.3% | -0.1% |
| 7D | +0.9% | +0.1% | +0.8% | +0.8% |
| 30D | +0.8% | -3.3% | +4.1% | +3.8% |
| 3M | -1.9% | -2.4% | +0.5% | +0.2% |
| 6M | +7.9% | +2.6% | +5.3% | +5.2% |
| YTD | +17.5% | +11.3% | +6.2% | +6.4% |
| 1Y | +20.9% | +13.4% | +7.5% | +7.7% |
| All | +32.6% | +27.1% | +5.6% | +5.0% |
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 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