+174.8%
PAHC vs VOO
+415.8%
-241.0%
-79.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +9.5% |
| 3M | +13.1% | +3.7% | +9.3% | +9.2% |
| 6M | -24.0% | +13.0% | -37.0% | -32.1% |
| YTD | -0.5% | +12.4% | -13.0% | -10.8% |
| 1Y | -9.6% | +18.6% | -28.2% | -22.9% |
| 3Y | +212.2% | +78.1% | +134.1% | +87.9% |
| 5Y | +78.6% | +82.3% | -3.7% | +4.1% |
| 10Y | +75.1% | +322.5% | -247.5% | -51.5% |
| All | +174.8% | +415.8% | -241.0% | -22.7% |
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 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