-75.4%
PHAT vs VOO
+179.3%
-254.6%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.4% | -2.4% | -2.2% |
| 7D | +15.4% | +2.6% | +12.9% | +11.8% |
| 30D | -18.1% | -2.0% | -16.1% | -15.2% |
| 3M | -34.0% | -2.8% | -31.2% | -30.9% |
| 6M | -51.8% | +2.2% | -53.9% | -53.2% |
| YTD | -63.5% | +11.5% | -75.0% | -68.7% |
| 1Y | -59.2% | +13.5% | -72.7% | -65.9% |
| 3Y | -15.2% | +78.1% | -93.3% | -61.1% |
| 5Y | -72.2% | +73.1% | -145.3% | -86.5% |
| All | -75.4% | +179.3% | -254.6% | -92.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling