+13.6%
PBHC vs VOO
+82.3%
-68.7%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.6% | +3.8% | +3.3% |
| 7D | +4.7% | +0.5% | +4.1% | +4.6% |
| 30D | -1.2% | -0.9% | -0.3% | -1.1% |
| 3M | +15.9% | +3.9% | +12.0% | +15.3% |
| 6M | +21.9% | +14.5% | +7.3% | +19.7% |
| YTD | +17.9% | +13.0% | +5.0% | +16.0% |
| 1Y | +10.9% | +19.4% | -8.5% | +8.4% |
| 3Y | +26.3% | +78.9% | -52.6% | +20.3% |
| 5Y | +13.6% | +82.3% | -68.7% | +7.5% |
| All | +13.6% | +82.3% | -68.7% | +7.5% |
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 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