+31.1%
PHVS vs VOO
+112.8%
-81.7%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.8% | +0.5% | +0.9% |
| 7D | +7.9% | -0.8% | +8.6% | +8.3% |
| 30D | +4.3% | -1.1% | +5.4% | +4.8% |
| 3M | +18.1% | +3.9% | +14.2% | +15.5% |
| 6M | +38.6% | +13.6% | +25.0% | +29.1% |
| YTD | +37.0% | +12.7% | +24.3% | +28.2% |
| 1Y | +61.8% | +17.6% | +44.2% | +48.5% |
| 3Y | +94.0% | +77.3% | +16.7% | +47.0% |
| 5Y | +92.4% | +84.1% | +8.3% | +42.5% |
| All | +31.1% | +112.8% | -81.7% | -7.5% |
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