+3.2%
PPHC vs VOO
+10.5%
-7.3%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -0.6% | +8.1% | +7.6% |
| 7D | +4.6% | +0.5% | +4.0% | +4.4% |
| 30D | +6.6% | -0.9% | +7.5% | +6.7% |
| 3M | +8.0% | +3.9% | +4.1% | +7.0% |
| 6M | -6.8% | +14.5% | -21.4% | -10.3% |
| All | +3.2% | +10.5% | -7.3% | +0.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling