-100.0%
PHIO vs VOO
+321.7%
-421.7%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.6% | -1.3% | -1.4% |
| 7D | -9.0% | -2.0% | -7.0% | -7.4% |
| 30D | -7.3% | -1.7% | -5.7% | -6.0% |
| 3M | -4.7% | +4.7% | -9.5% | -8.8% |
| 6M | -17.9% | +12.6% | -30.4% | -26.0% |
| YTD | -3.8% | +11.8% | -15.6% | -12.7% |
| 1Y | -59.1% | +17.5% | -76.7% | -64.3% |
| 3Y | -94.8% | +77.0% | -171.8% | -96.7% |
| 5Y | -99.5% | +82.6% | -182.1% | -99.7% |
| All | -100.0% | +321.7% | -421.7% | -100.0% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling