+1,830.1%
PH vs VOO
+817.1%
+1,013.0%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.2% | +0.3% |
| 7D | -3.1% | +0.1% | -3.2% | -3.2% |
| 30D | -3.2% | +0.1% | -3.3% | -3.4% |
| 3M | +10.6% | +2.0% | +8.6% | +7.4% |
| 6M | -2.1% | +13.0% | -15.2% | -17.0% |
| YTD | +10.2% | +13.6% | -3.4% | -7.3% |
| 1Y | +28.2% | +20.1% | +8.1% | 0.0% |
| 3Y | +134.9% | +77.6% | +57.3% | +10.8% |
| 5Y | +253.6% | +82.4% | +171.2% | +60.6% |
| 10Y | +804.7% | +316.8% | +487.9% | +40.0% |
| All | +1,830.1% | +817.1% | +1,013.0% | -2.6% |
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