+70.2%
PBHC vs VOO
+315.3%
-245.1%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.5% | +3.0% | +2.6% |
| 7D | +6.8% | -0.4% | +7.1% | +6.8% |
| 30D | +4.4% | -1.4% | +5.8% | +4.6% |
| 3M | +11.9% | +3.7% | +8.2% | +11.2% |
| 6M | +24.6% | +13.0% | +11.5% | +22.2% |
| YTD | +20.9% | +12.4% | +8.5% | +18.7% |
| 1Y | +14.1% | +18.6% | -4.5% | +11.1% |
| 3Y | +29.4% | +78.1% | -48.6% | +19.4% |
| 5Y | +16.6% | +82.3% | -65.6% | +6.9% |
| 10Y | +70.2% | +322.5% | -252.4% | +39.7% |
| All | +70.2% | +315.3% | -245.1% | +39.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling