+78.6%
PAHC vs VOO
+81.6%
-3.0%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.5% | -0.9% | -1.0% |
| 7D | -7.8% | -0.4% | -7.5% | -7.5% |
| 30D | +8.1% | -1.4% | +9.5% | +9.4% |
| 3M | +13.1% | +3.7% | +9.3% | +9.3% |
| 6M | -24.0% | +13.0% | -37.0% | -32.0% |
| YTD | -0.5% | +12.4% | -13.0% | -10.7% |
| 1Y | -9.6% | +18.6% | -28.2% | -22.8% |
| 3Y | +212.2% | +78.1% | +134.1% | +96.0% |
| 5Y | +78.6% | +82.3% | -3.7% | +9.7% |
| All | +78.6% | +81.6% | -3.0% | +9.7% |
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