+312.2%
VOO vs PH
+700.5%
-388.3%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.5% | +1.2% | +0.3% |
| 7D | +3.3% | +7.4% | -4.1% | +0.2% |
| 30D | -2.7% | +0.5% | -3.2% | -3.2% |
| 3M | -1.7% | -10.2% | +8.5% | +2.4% |
| 6M | +3.1% | +8.9% | -5.8% | -1.5% |
| YTD | +11.9% | +9.7% | +2.3% | +6.0% |
| 1Y | +12.1% | +12.8% | -0.8% | +4.8% |
| 3Y | +78.6% | +134.6% | -56.0% | +18.5% |
| 5Y | +73.8% | +204.5% | -130.7% | +0.3% |
| All | +312.2% | +700.5% | -388.3% | +52.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PH.
Daily Out/Under-Performance
Portfolio return minus PH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PH 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 10y: compounded portfolio wealth divided by compounded PH 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…
10y analysis · Full analysis span regression · 6 months rolling