+28.4%
PBPH vs VOO
+14.2%
+14.2%
-11.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.6% | +1.2% | +2.4% |
| 7D | +6.0% | -0.7% | +6.7% | +6.2% |
| 30D | +14.6% | -1.1% | +15.7% | +14.9% |
| 3M | +17.8% | -0.3% | +18.2% | +17.8% |
| 6M | +27.5% | +7.4% | +20.2% | +22.6% |
| YTD | +26.0% | +13.4% | +12.6% | +15.9% |
| All | +28.4% | +14.2% | +14.2% | +17.7% |
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 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