-32.1%
PHAT vs VOO
+17.3%
-49.4%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.6% | -2.9% | -3.1% |
| 7D | -7.5% | -2.0% | -5.5% | -6.5% |
| 30D | -1.6% | -1.7% | 0.0% | -0.7% |
| 3M | -14.8% | +4.7% | -19.5% | -17.3% |
| 6M | -24.7% | +12.6% | -37.2% | -32.5% |
| YTD | -49.5% | +11.8% | -61.3% | -54.5% |
| 1Y | -32.1% | +17.5% | -49.6% | -45.5% |
| All | -32.1% | +17.3% | -49.4% | -45.5% |
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 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