+387.0%
PHO vs VOO
+812.0%
-425.0%
-34.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.5% | -0.5% |
| 7D | -0.5% | +0.5% | -1.0% | -1.0% |
| 30D | -4.8% | -0.9% | -3.9% | -3.9% |
| 3M | +5.6% | +3.9% | +1.7% | +1.4% |
| 6M | +0.8% | +14.5% | -13.8% | -12.5% |
| YTD | -0.6% | +13.0% | -13.5% | -12.4% |
| 1Y | -4.4% | +19.4% | -23.9% | -20.6% |
| 3Y | +29.7% | +78.9% | -49.1% | -29.6% |
| 5Y | +20.9% | +82.3% | -61.4% | -36.0% |
| 10Y | +198.4% | +314.2% | -115.8% | -37.5% |
| All | +387.0% | +812.0% | -425.0% | -63.1% |
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