-22.8%
PHUN vs VT
+11.9%
-34.7%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.3% | -0.2% |
| 7D | -1.1% | +2.4% | -3.5% | -4.1% |
| 30D | -15.2% | -1.5% | -13.7% | -13.6% |
| 3M | -18.4% | -4.1% | -14.3% | -13.7% |
| 6M | -18.8% | +0.6% | -19.3% | -20.5% |
| YTD | -6.5% | +11.0% | -17.5% | -23.5% |
| 1Y | -22.8% | +13.3% | -36.1% | -39.7% |
| All | -22.8% | +11.9% | -34.7% | -39.7% |
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