+38.9%
PHAR vs VOO
+72.6%
-33.7%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.4% | -2.3% | -2.5% |
| 7D | +2.5% | +2.6% | -0.1% | +1.1% |
| 30D | +30.7% | -2.0% | +32.7% | +32.0% |
| 3M | +2.0% | -2.8% | +4.8% | +3.6% |
| 6M | -2.9% | +2.2% | -5.0% | -4.3% |
| YTD | -28.7% | +11.5% | -40.2% | -33.1% |
| 1Y | -28.5% | +13.5% | -42.0% | -33.5% |
| 3Y | +15.6% | +78.1% | -62.5% | -15.9% |
| All | +38.9% | +72.6% | -33.7% | +0.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling