-9.7%
PPIH vs VOO
+20.9%
-30.6%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.4% | +3.3% | +3.6% |
| 7D | +6.5% | +0.1% | +6.4% | +6.3% |
| 30D | +10.0% | +0.1% | +9.9% | +9.8% |
| 3M | -13.1% | +2.0% | -15.1% | -16.0% |
| 6M | -10.0% | +13.0% | -23.1% | -27.2% |
| YTD | -6.5% | +13.6% | -20.1% | -24.6% |
| 1Y | -9.7% | +20.1% | -29.8% | -32.6% |
| All | -9.7% | +20.9% | -30.6% | -32.6% |
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