-34.3%
PHAR price history and return analytics
+94.9%
-129.2%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.6% | -4.0% | -4.1% |
| 7D | -2.1% | -0.1% | -1.9% | -1.9% |
| 30D | -3.3% | -0.7% | -2.7% | -2.8% |
| 3M | -12.9% | +4.0% | -16.9% | -15.4% |
| 6M | -31.4% | +12.3% | -43.7% | -36.8% |
| YTD | -37.9% | +14.0% | -51.9% | -43.3% |
| 1Y | -26.2% | +20.3% | -46.5% | -35.0% |
| 3Y | -10.4% | +75.4% | -85.9% | -38.7% |
| 5Y | +3.9% | +66.0% | -62.1% | -26.9% |
| All | -34.3% | +94.9% | -129.2% | -59.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling