-59.3%
PHR vs VOO
+186.7%
-246.0%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.6% | -0.6% | -6.0% | -5.9% |
| 7D | -13.7% | +0.5% | -14.2% | -14.3% |
| 30D | -18.3% | -0.9% | -17.4% | -17.4% |
| 3M | +9.4% | +3.9% | +5.5% | +4.2% |
| 6M | -15.2% | +14.5% | -29.7% | -29.4% |
| YTD | -39.6% | +13.0% | -52.5% | -48.8% |
| 1Y | -61.8% | +19.4% | -81.3% | -69.8% |
| 3Y | -53.3% | +78.9% | -132.2% | -77.1% |
| 5Y | -84.9% | +82.3% | -167.2% | -92.4% |
| All | -59.3% | +186.7% | -246.0% | -85.2% |
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