+1,820.8%
PH vs VOO
+803.9%
+1,017.0%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.3% | -1.2% | -1.1% |
| 7D | +7.4% | +3.3% | +4.1% | +3.0% |
| 30D | +0.5% | -2.7% | +3.2% | +3.9% |
| 3M | -10.2% | -1.7% | -8.5% | -8.3% |
| 6M | +8.9% | +3.1% | +5.8% | +4.0% |
| YTD | +9.7% | +11.9% | -2.3% | -6.1% |
| 1Y | +12.8% | +12.1% | +0.8% | -3.6% |
| 3Y | +134.6% | +78.6% | +56.0% | +9.4% |
| 5Y | +204.5% | +73.8% | +130.7% | +47.3% |
| 10Y | +697.5% | +312.3% | +385.2% | +24.9% |
| All | +1,820.8% | +803.9% | +1,017.0% | -1.3% |
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