+14.7%
PHK vs VT
+57.0%
-42.4%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.3% | +1.2% | +1.1% |
| 7D | -1.7% | +2.4% | -4.1% | -2.7% |
| 30D | +1.0% | -1.5% | +2.5% | +1.5% |
| 3M | -10.6% | -4.1% | -6.4% | -9.1% |
| 6M | -6.3% | +0.6% | -6.8% | -6.7% |
| YTD | -7.3% | +11.0% | -18.4% | -11.7% |
| 1Y | -4.9% | +13.3% | -18.2% | -10.1% |
| 3Y | +32.4% | +73.4% | -41.0% | +2.0% |
| All | +14.7% | +57.0% | -42.4% | -9.0% |
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 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