-10.7%
PBH vs VOO
+81.6%
-92.3%
-49.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.5% | -1.7% | -2.0% |
| 7D | -7.8% | -0.4% | -7.5% | -7.7% |
| 30D | -8.1% | -1.4% | -6.7% | -7.6% |
| 3M | +0.1% | +3.7% | -3.6% | -1.6% |
| 6M | -26.4% | +13.0% | -39.5% | -30.7% |
| YTD | -21.1% | +12.4% | -33.5% | -25.5% |
| 1Y | -26.2% | +18.6% | -44.8% | -32.2% |
| 3Y | -14.1% | +78.1% | -92.2% | -34.7% |
| 5Y | -10.7% | +82.3% | -93.0% | -34.6% |
| All | -10.7% | +81.6% | -92.3% | -34.6% |
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