-74.6%
PHAT vs VOO
+81.6%
-156.2%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | -0.5% | -7.6% | -7.4% |
| 7D | -6.4% | -0.4% | -6.0% | -5.9% |
| 30D | +1.2% | -1.4% | +2.5% | +3.2% |
| 3M | -11.7% | +3.7% | -15.4% | -16.7% |
| 6M | -22.0% | +13.0% | -35.0% | -35.3% |
| YTD | -47.7% | +12.4% | -60.2% | -56.4% |
| 1Y | -32.7% | +18.6% | -51.3% | -48.0% |
| 3Y | -31.9% | +78.1% | -110.0% | -70.5% |
| 5Y | -74.6% | +82.3% | -156.9% | -89.0% |
| All | -74.6% | +81.6% | -156.2% | -89.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling