-12.2%
PBH vs VOO
+79.1%
-91.3%
-49.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -0.6% | -4.2% | -4.5% |
| 7D | -5.4% | +0.5% | -6.0% | -5.6% |
| 30D | -9.2% | -0.9% | -8.3% | -8.9% |
| 3M | +4.3% | +3.9% | +0.4% | +2.6% |
| 6M | -25.9% | +14.5% | -40.4% | -30.7% |
| YTD | -19.3% | +13.0% | -32.2% | -24.1% |
| 1Y | -24.3% | +19.4% | -43.7% | -30.9% |
| 3Y | -12.2% | +78.9% | -91.1% | -35.6% |
| All | -12.2% | +79.1% | -91.3% | -35.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling