-34.9%
PHAT vs VOO
+77.0%
-111.8%
-88.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | -0.5% | -7.6% | -7.6% |
| 7D | -6.4% | -0.4% | -6.0% | -6.0% |
| 30D | +1.2% | -1.4% | +2.5% | +2.8% |
| 3M | -11.7% | +3.7% | -15.4% | -15.8% |
| 6M | -22.0% | +13.0% | -35.0% | -33.5% |
| YTD | -47.7% | +12.4% | -60.2% | -55.2% |
| 1Y | -32.7% | +18.6% | -51.3% | -46.2% |
| All | -34.9% | +77.0% | -111.8% | -58.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling