-33.2%
PHI vs VT
+57.0%
-90.2%
-44.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.3% | +2.0% | +1.8% |
| 7D | -10.2% | +2.4% | -12.5% | -11.2% |
| 30D | -15.4% | -1.5% | -13.9% | -14.9% |
| 3M | -12.3% | -4.1% | -8.2% | -10.7% |
| 6M | -13.6% | +0.6% | -14.1% | -14.2% |
| YTD | -18.5% | +11.0% | -29.6% | -23.1% |
| 1Y | -16.1% | +13.3% | -29.4% | -21.7% |
| 3Y | -11.6% | +73.4% | -85.0% | -34.8% |
| All | -33.2% | +57.0% | -90.2% | -48.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling