+420.0%
PHOE vs VOO
+40.7%
+379.3%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -0.6% | -4.8% | -6.8% |
| 7D | -5.5% | -2.0% | -3.5% | -10.1% |
| 30D | -0.1% | -1.7% | +1.6% | -4.5% |
| 3M | +22.5% | +4.7% | +17.7% | +39.1% |
| 6M | +18.6% | +12.6% | +6.1% | +63.9% |
| YTD | +18.6% | +11.8% | +6.9% | +80.4% |
| 1Y | +106.8% | +17.5% | +89.2% | +237.0% |
| All | +420.0% | +40.7% | +379.3% | +1,020.1% |
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