-11.3%
PHI vs VOO
+325.3%
-336.5%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.8% | +1.4% | +1.8% |
| 7D | +1.6% | -0.8% | +2.4% | +1.9% |
| 30D | -1.9% | -1.1% | -0.8% | -1.4% |
| 3M | +10.6% | +3.9% | +6.7% | +8.6% |
| 6M | -9.1% | +13.6% | -22.7% | -14.2% |
| YTD | -8.1% | +12.7% | -20.8% | -13.1% |
| 1Y | +1.8% | +17.6% | -15.8% | -5.7% |
| 3Y | +6.2% | +77.3% | -71.2% | -19.4% |
| 5Y | -9.9% | +84.1% | -94.0% | -33.5% |
| All | -11.3% | +325.3% | -336.5% | -59.5% |
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 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