+31.2%
PHO vs VT
+58.5%
-27.3%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.6% | -0.7% |
| 7D | +1.2% | +2.9% | -1.7% | -1.4% |
| 30D | +10.3% | -2.5% | +12.8% | +12.7% |
| 3M | +5.9% | -3.3% | +9.2% | +9.0% |
| 6M | +15.1% | +1.5% | +13.5% | +12.8% |
| YTD | +8.7% | +11.4% | -2.7% | -2.6% |
| 1Y | +5.3% | +11.9% | -6.6% | -6.0% |
| 3Y | +45.7% | +73.9% | -28.1% | -16.1% |
| 5Y | +31.2% | +57.9% | -26.7% | -17.9% |
| All | +31.2% | +58.5% | -27.3% | -17.9% |
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