-100.0%
PHIO vs VOO
+314.4%
-414.4%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.3% | -1.4% | -1.3% |
| 7D | -6.6% | -0.9% | -5.6% | -5.6% |
| 30D | -11.8% | -2.3% | -9.5% | -9.8% |
| 3M | -25.4% | -1.2% | -24.2% | -24.6% |
| 6M | -24.7% | +3.3% | -28.1% | -26.8% |
| YTD | -22.6% | +12.3% | -34.9% | -30.0% |
| 1Y | -49.5% | +12.5% | -62.0% | -54.3% |
| 3Y | -91.6% | +79.2% | -170.8% | -94.7% |
| 5Y | -99.5% | +75.7% | -175.2% | -99.7% |
| 10Y | -100.0% | +313.7% | -413.7% | -100.0% |
| All | -100.0% | +314.4% | -414.4% | -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