+710.0%
PH vs VOO
+314.4%
+395.5%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.3% | -0.5% | -0.9% |
| 7D | +6.9% | -0.9% | +7.8% | +8.0% |
| 30D | +1.7% | -2.3% | +4.0% | +4.6% |
| 3M | -8.1% | -1.2% | -7.0% | -6.9% |
| 6M | +11.5% | +3.3% | +8.2% | +6.3% |
| YTD | +11.4% | +12.3% | -1.0% | -4.9% |
| 1Y | +14.1% | +12.5% | +1.6% | -2.8% |
| 3Y | +138.2% | +79.2% | +59.1% | +11.5% |
| 5Y | +216.0% | +75.7% | +140.3% | +52.3% |
| 10Y | +710.0% | +313.7% | +396.3% | +28.1% |
| All | +710.0% | +314.4% | +395.5% | +28.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling