-47.6%
PHIO vs VOO
+20.9%
-68.5%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.4% | -2.3% | -2.2% |
| 7D | -4.4% | +0.1% | -4.5% | -4.6% |
| 30D | +0.9% | +0.1% | +0.9% | +0.7% |
| 3M | -5.3% | +2.0% | -7.3% | -8.0% |
| 6M | -6.1% | +13.0% | -19.1% | -22.6% |
| YTD | +2.9% | +13.6% | -10.7% | -16.7% |
| 1Y | -47.6% | +20.1% | -67.7% | -60.1% |
| All | -47.6% | +20.9% | -68.5% | -60.1% |
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