+470.8%
PBHC vs VOO
+817.1%
-346.3%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.4% | +1.6% | +1.3% |
| 7D | -2.0% | +0.1% | -2.1% | -2.0% |
| 30D | -3.1% | +0.1% | -3.1% | -3.1% |
| 3M | +12.7% | +2.0% | +10.7% | +12.3% |
| 6M | +17.3% | +13.0% | +4.3% | +15.4% |
| YTD | +14.2% | +13.6% | +0.7% | +12.3% |
| 1Y | +8.4% | +20.1% | -11.7% | +5.7% |
| 3Y | +30.3% | +77.6% | -47.2% | +21.3% |
| 5Y | +7.9% | +82.4% | -74.6% | -0.3% |
| 10Y | +57.7% | +316.8% | -259.2% | +30.9% |
| All | +470.8% | +817.1% | -346.3% | +272.9% |
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