+1,835.3%
PH vs VOO
+795.4%
+1,039.9%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.3% | +1.2% | +1.3% |
| 7D | +2.1% | -0.6% | +2.7% | +2.7% |
| 30D | +0.3% | -3.6% | +3.9% | +5.1% |
| 3M | -8.8% | -2.7% | -6.1% | -5.6% |
| 6M | +10.0% | +2.2% | +7.8% | +6.3% |
| YTD | +10.5% | +10.9% | -0.4% | -4.3% |
| 1Y | +15.5% | +11.3% | +4.2% | -0.4% |
| 3Y | +136.4% | +76.9% | +59.4% | +11.6% |
| 5Y | +213.6% | +73.5% | +140.1% | +51.9% |
| 10Y | +713.9% | +307.7% | +406.2% | +29.3% |
| All | +1,835.3% | +795.4% | +1,039.9% | +0.6% |
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 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