+564.0%
PBH vs VOO
+817.1%
-253.0%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.2% | -0.3% |
| 7D | -0.4% | +0.1% | -0.5% | -0.5% |
| 30D | -1.4% | +0.1% | -1.4% | -1.5% |
| 3M | +15.0% | +2.0% | +13.0% | +12.5% |
| 6M | -24.3% | +13.0% | -37.4% | -32.2% |
| YTD | -15.3% | +13.6% | -28.9% | -24.5% |
| 1Y | -21.7% | +20.1% | -41.8% | -33.6% |
| 3Y | -10.5% | +77.6% | -88.0% | -46.6% |
| 5Y | -9.1% | +82.4% | -91.6% | -48.6% |
| 10Y | +8.9% | +316.8% | -307.9% | -76.4% |
| All | +564.0% | +817.1% | -253.0% | -57.1% |
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