-45.9%
PHIO vs VT
+10.5%
-56.4%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.1% | -0.2% |
| 7D | -6.9% | -2.3% | -4.5% | -4.0% |
| 30D | -19.9% | -5.0% | -14.9% | -14.7% |
| 3M | -24.4% | -4.9% | -19.6% | -19.9% |
| 6M | -30.3% | -1.5% | -28.8% | -29.7% |
| YTD | -23.7% | +8.5% | -32.2% | -34.9% |
| 1Y | -45.9% | +11.4% | -57.3% | -56.7% |
| All | -45.9% | +10.5% | -56.4% | -56.7% |
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 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