+29.2%
PHG vs VOO
+812.0%
-782.8%
-79.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.6% | -1.8% | -1.8% |
| 7D | -4.9% | +0.5% | -5.4% | -5.4% |
| 30D | -5.4% | -0.9% | -4.5% | -4.5% |
| 3M | -2.1% | +3.9% | -5.9% | -5.9% |
| 6M | -9.2% | +14.5% | -23.7% | -21.0% |
| YTD | -3.0% | +13.0% | -15.9% | -14.3% |
| 1Y | -5.7% | +19.4% | -25.1% | -21.4% |
| 3Y | +31.3% | +78.9% | -47.5% | -28.7% |
| 5Y | -40.0% | +82.3% | -122.3% | -68.2% |
| 10Y | +6.8% | +314.2% | -307.4% | -78.9% |
| All | +29.2% | +812.0% | -782.8% | -92.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling