+4.1%
PHAR price history and return analytics
+66.2%
-62.1%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.5% | +2.9% | +2.8% |
| 7D | +3.5% | +1.0% | +2.5% | +2.8% |
| 30D | +5.0% | -0.2% | +5.3% | +5.2% |
| 3M | -10.2% | +4.5% | -14.7% | -13.2% |
| 6M | -25.5% | +14.1% | -39.6% | -32.1% |
| YTD | -34.9% | +14.8% | -49.7% | -40.9% |
| 1Y | -20.8% | +21.2% | -42.0% | -30.6% |
| 3Y | -6.1% | +76.6% | -82.7% | -36.0% |
| 5Y | +4.1% | +66.6% | -62.5% | -27.8% |
| All | +4.1% | +66.2% | -62.1% | -27.8% |
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