-19.8%
PHAR price history and return analytics
+91.5%
-111.3%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.1% | +0.2% | +0.5% |
| 7D | +7.5% | -0.7% | +8.2% | +8.1% |
| 30D | +39.4% | -1.7% | +41.2% | +40.9% |
| 3M | +9.6% | -2.3% | +11.9% | +11.4% |
| 6M | +6.1% | +1.5% | +4.6% | +4.6% |
| YTD | -24.2% | +12.0% | -36.2% | -30.0% |
| 1Y | -15.1% | +12.9% | -28.0% | -22.0% |
| 3Y | +21.7% | +74.9% | -53.2% | -16.3% |
| 5Y | +45.7% | +59.9% | -14.3% | +5.7% |
| All | -19.8% | +91.5% | -111.3% | -49.6% |
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