-99.8%
PHGE vs VT
+75.0%
-174.8%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | 0.0% | +4.2% | +4.3% |
| 7D | +7.2% | +0.4% | +6.8% | +6.5% |
| 30D | -17.8% | +1.0% | -18.8% | -18.8% |
| 3M | -82.4% | +2.4% | -84.7% | -82.9% |
| 6M | -97.7% | +12.0% | -109.7% | -97.9% |
| YTD | -92.1% | +15.3% | -107.4% | -93.1% |
| 1Y | -98.5% | +22.6% | -121.1% | -98.8% |
| All | -99.8% | +75.0% | -174.8% | -99.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 3y: compounded portfolio wealth divided by compounded VT 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…
3y analysis · Full analysis span regression · 6 months rolling