-100.0%
PHIO vs VOO
+625.1%
-725.1%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.4% | -2.3% | -2.3% |
| 7D | -4.4% | +0.1% | -4.5% | -4.5% |
| 30D | +0.9% | +0.1% | +0.9% | +0.8% |
| 3M | -5.3% | +2.0% | -7.3% | -7.3% |
| 6M | -6.1% | +13.0% | -19.1% | -17.0% |
| YTD | +2.9% | +13.6% | -10.7% | -9.5% |
| 1Y | -47.6% | +20.1% | -67.7% | -56.1% |
| 3Y | -94.4% | +77.6% | -171.9% | -96.7% |
| 5Y | -99.5% | +82.4% | -181.9% | -99.7% |
| 10Y | -100.0% | +316.8% | -416.8% | -100.0% |
| All | -100.0% | +625.1% | -725.1% | -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 all: 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…
all analysis · Full analysis span regression · 6 months rolling