+331.9%
PPIH vs VOO
+802.4%
-470.5%
-73.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | -0.3% |
| 7D | +6.5% | -2.0% | +8.5% | +7.4% |
| 30D | +12.0% | -1.7% | +13.7% | +12.8% |
| 3M | +14.5% | +4.7% | +9.8% | +12.4% |
| 6M | -0.8% | +12.6% | -13.4% | -5.2% |
| YTD | -3.3% | +11.8% | -15.0% | -7.1% |
| 1Y | -10.2% | +17.5% | -27.8% | -15.4% |
| 3Y | +251.7% | +77.0% | +174.8% | +192.7% |
| 5Y | +297.4% | +82.6% | +214.9% | +224.6% |
| 10Y | +279.5% | +320.0% | -40.5% | +116.9% |
| All | +331.9% | +802.4% | -470.5% | +83.0% |
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