+486.9%
PBH vs VOO
+800.4%
-313.5%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.4% | +2.3% | +2.2% |
| 7D | +7.5% | +2.6% | +4.9% | +5.2% |
| 30D | -4.6% | -2.0% | -2.6% | -2.6% |
| 3M | -10.0% | -2.8% | -7.2% | -7.5% |
| 6M | -10.8% | +2.2% | -13.0% | -12.6% |
| YTD | -25.1% | +11.5% | -36.6% | -31.9% |
| 1Y | -23.0% | +13.5% | -36.5% | -31.1% |
| 3Y | -20.7% | +78.1% | -98.8% | -52.6% |
| 5Y | -26.4% | +73.1% | -99.5% | -56.1% |
| 10Y | -7.1% | +310.7% | -317.8% | -79.5% |
| All | +486.9% | +800.4% | -313.5% | -61.3% |
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