+509.1%
PBHC vs VOO
+795.4%
-286.3%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.6% | +0.3% |
| 7D | 0.0% | -0.6% | +0.6% | +0.1% |
| 30D | -0.6% | -3.6% | +3.0% | -0.2% |
| 3M | +5.3% | -2.7% | +8.0% | +5.6% |
| 6M | +21.2% | +2.2% | +19.0% | +20.7% |
| YTD | +21.9% | +10.9% | +11.0% | +20.1% |
| 1Y | +13.9% | +11.3% | +2.6% | +12.2% |
| 3Y | +37.1% | +76.9% | -39.8% | +27.7% |
| 5Y | +11.2% | +73.5% | -62.3% | +3.5% |
| 10Y | +69.6% | +307.7% | -238.1% | +41.2% |
| All | +509.1% | +795.4% | -286.3% | +299.0% |
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