-59.2%
PHAT vs VOO
+12.1%
-71.3%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.4% | -2.4% | -2.4% |
| 7D | +15.4% | +2.6% | +12.9% | +13.2% |
| 30D | -18.1% | -2.0% | -16.1% | -16.4% |
| 3M | -34.0% | -2.8% | -31.2% | -32.5% |
| 6M | -51.8% | +2.2% | -53.9% | -51.8% |
| YTD | -63.5% | +11.5% | -75.0% | -66.5% |
| 1Y | -59.2% | +13.5% | -72.7% | -63.4% |
| All | -59.2% | +12.1% | -71.3% | -63.4% |
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