+14.1%
PBHC vs VOO
+12.8%
+1.2%
-18.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.3% | -1.8% | -1.5% |
| 7D | -0.2% | -2.0% | +1.7% | -0.1% |
| 30D | -3.3% | -2.0% | -1.3% | -3.2% |
| 3M | +4.5% | -0.2% | +4.7% | +4.1% |
| 6M | +19.0% | +5.3% | +13.7% | +16.2% |
| YTD | +21.9% | +11.5% | +10.4% | +16.8% |
| All | +14.1% | +12.8% | +1.2% | +9.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling