-46.6%
PHIO vs VT
+15.2%
-61.8%
-48.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +1.7% | -5.4% | -5.6% |
| 7D | -5.1% | -0.3% | -4.8% | -4.8% |
| 30D | -12.2% | -1.4% | -10.8% | -10.7% |
| 3M | -17.9% | -1.4% | -16.5% | -16.8% |
| 6M | -25.0% | +5.5% | -30.5% | -31.4% |
| YTD | -17.2% | +12.8% | -30.0% | -33.1% |
| 1Y | -46.6% | +15.4% | -62.1% | -59.3% |
| All | -46.6% | +15.2% | -61.8% | -59.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling