+105.0%
PHIN vs VT
+73.2%
+31.8%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +2.6% | -0.6% | -1.0% |
| 7D | -0.6% | +0.4% | -1.0% | -1.1% |
| 30D | +21.6% | -2.6% | +24.2% | +25.2% |
| 3M | -5.7% | -3.2% | -2.5% | -2.1% |
| 6M | -11.2% | +0.9% | -12.2% | -12.5% |
| YTD | +13.6% | +11.3% | +2.3% | -0.5% |
| 1Y | +34.1% | +14.0% | +20.1% | +14.1% |
| 3Y | +214.0% | +75.8% | +138.1% | +70.1% |
| All | +105.0% | +73.2% | +31.8% | +8.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling