-99.6%
PHUN vs VOO
+321.6%
-421.2%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.8% | -0.4% | -0.6% |
| 7D | -2.4% | -0.8% | -1.6% | -1.4% |
| 30D | -3.3% | -1.1% | -2.3% | -2.0% |
| 3M | +2.0% | +3.9% | -1.9% | -3.0% |
| 6M | +16.7% | +13.6% | +3.0% | -0.7% |
| YTD | +9.7% | +12.7% | -3.0% | -5.2% |
| 1Y | -24.5% | +17.6% | -42.1% | -37.7% |
| 3Y | -84.3% | +77.3% | -161.6% | -92.0% |
| 5Y | -96.1% | +84.1% | -180.2% | -98.0% |
| All | -99.6% | +321.6% | -421.2% | -99.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling