-12.3%
PHI vs VOO
+812.0%
-824.3%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.5% | -0.8% |
| 7D | -0.7% | +0.5% | -1.2% | -0.9% |
| 30D | -6.5% | -0.9% | -5.5% | -6.0% |
| 3M | +6.2% | +3.9% | +2.3% | +4.1% |
| 6M | -13.4% | +14.5% | -27.9% | -19.2% |
| YTD | -10.5% | +13.0% | -23.5% | -16.0% |
| 1Y | +0.4% | +19.4% | -19.1% | -8.5% |
| 3Y | +2.6% | +78.9% | -76.3% | -24.6% |
| 5Y | -14.1% | +82.3% | -96.4% | -38.2% |
| 10Y | -18.4% | +314.2% | -332.7% | -64.3% |
| All | -12.3% | +812.0% | -824.3% | -73.8% |
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