+395.7%
PPH vs VOO
+807.8%
-412.2%
-30.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | 0.0% |
| 7D | -4.7% | -0.4% | -4.3% | -4.4% |
| 30D | -2.3% | -1.4% | -0.9% | -1.4% |
| 3M | +4.6% | +3.7% | +0.9% | +1.7% |
| 6M | +4.2% | +13.0% | -8.8% | -4.7% |
| YTD | +8.2% | +12.4% | -4.2% | -0.8% |
| 1Y | +25.9% | +18.6% | +7.3% | +11.1% |
| 3Y | +43.8% | +78.1% | -34.2% | -6.9% |
| 5Y | +62.7% | +82.3% | -19.5% | +1.7% |
| 10Y | +130.0% | +322.5% | -192.6% | -27.8% |
| All | +395.7% | +807.8% | -412.2% | -10.2% |
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