-100.0%
PHIO vs VOO
+324.3%
-424.3%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | +0.4% |
| 7D | -8.8% | -0.4% | -8.5% | -8.6% |
| 30D | -2.8% | -1.4% | -1.5% | -1.7% |
| 3M | -4.6% | +3.7% | -8.3% | -7.9% |
| 6M | -14.9% | +13.0% | -27.9% | -23.6% |
| YTD | -1.9% | +12.4% | -14.3% | -11.5% |
| 1Y | -57.8% | +18.6% | -76.4% | -63.4% |
| 3Y | -94.7% | +78.1% | -172.8% | -96.7% |
| 5Y | -99.5% | +82.3% | -181.8% | -99.7% |
| All | -100.0% | +324.3% | -424.3% | -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 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