-99.6%
PHUN vs VOO
+322.5%
-422.1%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.6% | -1.4% | -1.2% |
| 7D | -1.0% | +0.5% | -1.5% | -1.7% |
| 30D | -4.2% | -0.9% | -3.3% | -3.1% |
| 3M | +4.6% | +3.9% | +0.7% | -0.5% |
| 6M | +20.7% | +14.5% | +6.2% | +1.7% |
| YTD | +10.3% | +13.0% | -2.7% | -5.0% |
| 1Y | -19.4% | +19.4% | -38.8% | -34.7% |
| 3Y | -83.1% | +78.9% | -161.9% | -91.5% |
| 5Y | -96.1% | +82.3% | -178.4% | -98.0% |
| All | -99.6% | +322.5% | -422.1% | -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 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