-20.8%
PHAT vs VOO
+20.9%
-41.7%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -0.4% | +5.4% | +5.2% |
| 7D | +3.5% | +0.1% | +3.4% | +3.4% |
| 30D | +15.4% | +0.1% | +15.4% | +15.4% |
| 3M | -3.7% | +2.0% | -5.7% | -4.2% |
| 6M | -14.1% | +13.0% | -27.1% | -22.6% |
| YTD | -42.7% | +13.6% | -56.3% | -48.8% |
| 1Y | -20.8% | +20.1% | -40.9% | -34.1% |
| All | -20.8% | +20.9% | -41.7% | -34.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling