+4.8%
PHG vs VOO
+325.3%
-320.5%
-79.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.9% | -0.8% |
| 7D | -5.0% | -0.8% | -4.3% | -4.4% |
| 30D | -8.2% | -1.1% | -7.2% | -7.4% |
| 3M | -5.8% | +3.9% | -9.7% | -9.1% |
| 6M | -11.3% | +13.6% | -25.0% | -20.8% |
| YTD | -5.7% | +12.7% | -18.4% | -15.1% |
| 1Y | -10.7% | +17.6% | -28.3% | -22.7% |
| 3Y | +22.9% | +77.3% | -54.5% | -26.5% |
| 5Y | -41.1% | +84.1% | -125.3% | -66.1% |
| All | +4.8% | +325.3% | -320.5% | -71.6% |
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