-75.9%
PHUN vs VT
+75.6%
-151.5%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.1% | +0.6% | +0.7% |
| 7D | -1.1% | -0.7% | -0.4% | -0.5% |
| 30D | -17.3% | -1.7% | -15.5% | -16.0% |
| 3M | -16.1% | -2.3% | -13.8% | -14.4% |
| 6M | -11.1% | +1.5% | -12.6% | -12.2% |
| YTD | -4.3% | +12.0% | -16.4% | -12.7% |
| 1Y | -23.0% | +12.9% | -35.9% | -30.1% |
| All | -75.9% | +75.6% | -151.5% | -53.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling