+475.9%
PHOE vs VT
+43.7%
+432.2%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | 0.0% | +4.7% | +4.6% |
| 7D | +1.3% | +0.4% | +0.9% | +3.3% |
| 30D | +7.8% | +1.0% | +6.8% | +11.4% |
| 3M | +31.7% | +2.4% | +29.3% | +39.4% |
| 6M | +32.9% | +12.0% | +20.9% | +80.8% |
| YTD | +31.4% | +15.3% | +16.0% | +143.4% |
| 1Y | +175.5% | +22.6% | +152.9% | +461.8% |
| All | +475.9% | +43.7% | +432.2% | +1,537.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling