+263.6%
PPIH vs VOO
+77.4%
+186.2%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +0.8% | +4.4% | +4.1% |
| 7D | +8.9% | -0.8% | +9.7% | +10.0% |
| 30D | +16.2% | -1.1% | +17.3% | +17.8% |
| 3M | +14.9% | +3.9% | +11.0% | +9.5% |
| 6M | +5.4% | +13.6% | -8.3% | -10.0% |
| YTD | +1.8% | +12.7% | -10.9% | -11.7% |
| 1Y | -2.8% | +17.6% | -20.4% | -19.7% |
| 3Y | +263.6% | +77.3% | +186.3% | +135.6% |
| All | +263.6% | +77.4% | +186.2% | +135.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling