-77.9%
PRZO vs VOO
+71.8%
-149.6%
-89.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -0.6% | -5.4% | -5.5% |
| 7D | -7.5% | -2.0% | -5.6% | -5.8% |
| 30D | +33.7% | -1.7% | +35.4% | +35.8% |
| 3M | +38.4% | +4.7% | +33.6% | +33.6% |
| 6M | -33.0% | +12.6% | -45.6% | -38.3% |
| YTD | -2.2% | +11.8% | -14.0% | -9.4% |
| 1Y | -37.2% | +17.5% | -54.8% | -43.0% |
| 3Y | -43.9% | +77.0% | -120.9% | -71.7% |
| All | -77.9% | +71.8% | -149.6% | -88.6% |
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 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