+101.2%
PHIN vs VT
+79.4%
+21.8%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | 0.0% | +1.4% | +1.4% |
| 7D | +1.0% | +0.4% | +0.6% | +0.5% |
| 30D | -9.4% | +1.0% | -10.3% | -10.4% |
| 3M | -15.4% | +2.4% | -17.8% | -17.8% |
| 6M | -3.2% | +12.0% | -15.2% | -15.7% |
| YTD | +11.5% | +15.3% | -3.8% | -6.2% |
| 1Y | +20.0% | +22.6% | -2.5% | -6.4% |
| 3Y | +162.3% | +74.7% | +87.7% | +35.2% |
| All | +101.2% | +79.4% | +21.8% | +2.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling