-59.5%
PHR vs VOO
+18.2%
-77.7%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.8% | +0.5% | +1.1% |
| 7D | -5.8% | -0.8% | -5.0% | -5.5% |
| 30D | -15.9% | -1.1% | -14.8% | -15.6% |
| 3M | +13.9% | +3.9% | +10.0% | +12.9% |
| 6M | -9.1% | +13.6% | -22.7% | -6.5% |
| YTD | -39.1% | +12.7% | -51.8% | -36.4% |
| 1Y | -59.5% | +17.6% | -77.1% | -59.8% |
| All | -59.5% | +18.2% | -77.7% | -59.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling