+13.2%
PHIN vs VOO
+18.2%
-5.0%
-22.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.8% | -0.5% | -0.5% |
| 7D | -4.1% | -0.8% | -3.3% | -3.3% |
| 30D | -10.1% | -1.1% | -9.0% | -9.1% |
| 3M | -18.7% | +3.9% | -22.6% | -21.6% |
| 6M | +2.9% | +13.6% | -10.7% | -10.2% |
| YTD | +7.0% | +12.7% | -5.7% | -5.8% |
| 1Y | +13.2% | +17.6% | -4.3% | -2.5% |
| All | +13.2% | +18.2% | -5.0% | -2.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling