-74.5%
PHAT price history and return analytics
+136.2%
-210.7%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.3% | +1.1% | +14.2% | +13.7% |
| 7D | +10.6% | -0.7% | +11.3% | +12.2% |
| 30D | -11.9% | -1.7% | -10.2% | -9.1% |
| 3M | -26.2% | -2.3% | -23.9% | -23.1% |
| 6M | -48.6% | +1.5% | -50.1% | -50.0% |
| YTD | -62.1% | +12.0% | -74.2% | -68.5% |
| 1Y | -56.3% | +12.9% | -69.1% | -64.1% |
| 3Y | -16.4% | +74.9% | -91.3% | -63.3% |
| 5Y | -71.5% | +59.9% | -131.4% | -85.4% |
| All | -74.5% | +136.2% | -210.7% | -91.7% |
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 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