-85.5%
PHR vs VOO
+80.3%
-165.9%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.6% | -1.0% | -0.8% |
| 7D | -8.4% | -2.0% | -6.4% | -5.6% |
| 30D | -17.1% | -1.7% | -15.5% | -15.0% |
| 3M | +11.3% | +4.7% | +6.5% | +3.3% |
| 6M | -13.4% | +12.6% | -26.0% | -29.5% |
| YTD | -39.9% | +11.8% | -51.7% | -50.5% |
| 1Y | -59.9% | +17.5% | -77.4% | -69.5% |
| 3Y | -53.6% | +77.0% | -130.5% | -82.3% |
| 5Y | -85.5% | +82.6% | -168.1% | -94.3% |
| All | -85.5% | +80.3% | -165.9% | -94.3% |
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