+226.2%
PHIN vs VT
+74.0%
+152.2%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.3% | +1.5% | +1.5% |
| 7D | +6.4% | +2.4% | +4.1% | +3.5% |
| 30D | +31.4% | -1.5% | +32.9% | +33.5% |
| 3M | 0.0% | -4.1% | +4.1% | +5.0% |
| 6M | -6.5% | +0.6% | -7.0% | -7.5% |
| YTD | +18.5% | +11.0% | +7.5% | +3.4% |
| 1Y | +36.6% | +13.3% | +23.2% | +16.1% |
| 3Y | +226.2% | +73.4% | +152.8% | +47.0% |
| All | +226.2% | +74.0% | +152.2% | +47.0% |
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