-49.5%
PHIO vs VOO
+13.0%
-62.5%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.3% | -1.4% | -1.6% |
| 7D | -6.6% | -0.9% | -5.6% | -5.4% |
| 30D | -11.8% | -2.3% | -9.5% | -9.2% |
| 3M | -25.4% | -1.2% | -24.2% | -24.3% |
| 6M | -24.7% | +3.3% | -28.1% | -28.0% |
| YTD | -22.6% | +12.3% | -34.9% | -35.0% |
| 1Y | -49.5% | +12.5% | -62.0% | -57.8% |
| All | -49.5% | +13.0% | -62.5% | -57.8% |
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