-91.2%
PHIO vs VOO
+77.5%
-168.6%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.3% | -2.8% | -2.6% |
| 7D | -9.9% | -0.6% | -9.3% | -9.0% |
| 30D | -16.9% | -3.6% | -13.2% | -12.0% |
| 3M | -23.2% | -2.7% | -20.5% | -20.1% |
| 6M | -23.9% | +2.2% | -26.2% | -26.8% |
| YTD | -22.5% | +10.9% | -33.4% | -34.4% |
| 1Y | -47.5% | +11.3% | -58.8% | -55.7% |
| All | -91.2% | +77.5% | -168.6% | -86.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling