-99.5%
PHIO vs VOO
+82.3%
-181.8%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.6% | -4.1% | -4.0% |
| 7D | -6.4% | +0.5% | -6.9% | -6.9% |
| 30D | -1.0% | -0.9% | 0.0% | 0.0% |
| 3M | -5.5% | +3.9% | -9.4% | -9.9% |
| 6M | -11.2% | +14.5% | -25.7% | -24.0% |
| YTD | -1.9% | +13.0% | -14.9% | -14.7% |
| 1Y | -51.4% | +19.4% | -70.8% | -60.0% |
| 3Y | -94.7% | +78.9% | -173.6% | -97.0% |
| 5Y | -99.5% | +82.3% | -181.8% | -99.7% |
| All | -99.5% | +82.3% | -181.8% | -99.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling