-20.2%
PFH vs VOO
+134.9%
-155.1%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.8% | -0.4% | +0.2% |
| 7D | -0.9% | -0.8% | -0.1% | -0.6% |
| 30D | -2.5% | -1.1% | -1.4% | -2.2% |
| 3M | -5.6% | +3.9% | -9.5% | -6.7% |
| 6M | -8.3% | +13.6% | -22.0% | -12.0% |
| YTD | -8.0% | +12.7% | -20.7% | -11.4% |
| 1Y | -12.9% | +17.6% | -30.5% | -17.3% |
| 3Y | -6.6% | +77.3% | -83.9% | -23.1% |
| 5Y | -25.2% | +84.1% | -109.3% | -40.0% |
| All | -20.2% | +134.9% | -155.1% | -37.9% |
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 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