-24.6%
PBH vs VOO
+72.6%
-97.2%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.4% | +2.3% | +2.1% |
| 7D | +7.5% | +2.6% | +4.9% | +6.2% |
| 30D | -4.6% | -2.0% | -2.6% | -3.4% |
| 3M | -10.0% | -2.8% | -7.2% | -8.6% |
| 6M | -10.8% | +2.2% | -13.0% | -11.6% |
| YTD | -25.1% | +11.5% | -36.6% | -28.8% |
| 1Y | -23.0% | +13.5% | -36.5% | -27.4% |
| 3Y | -20.7% | +78.1% | -98.8% | -39.4% |
| All | -24.6% | +72.6% | -97.2% | -43.9% |
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