-99.6%
PHIO vs VT
+53.2%
-152.8%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -4.1% | -4.0% | -2.9% |
| 7D | -7.3% | -4.2% | -3.1% | -2.1% |
| 30D | -19.5% | -5.8% | -13.7% | -13.1% |
| 3M | -25.2% | -5.2% | -20.0% | -20.1% |
| 6M | -29.2% | +0.1% | -29.3% | -29.7% |
| YTD | -23.8% | +8.2% | -32.0% | -31.5% |
| 1Y | -49.4% | +10.1% | -59.5% | -55.3% |
| 3Y | -93.3% | +69.7% | -163.0% | -96.3% |
| 5Y | -99.6% | +53.4% | -152.9% | -99.7% |
| All | -99.6% | +53.2% | -152.8% | -99.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling