-64.8%
PHAT price history and return analytics
+140.4%
-205.2%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | -0.6% | -7.4% | -7.1% |
| 7D | -6.4% | -0.1% | -6.2% | -6.2% |
| 30D | +1.2% | -0.7% | +1.8% | +2.3% |
| 3M | -11.7% | +4.0% | -15.7% | -17.4% |
| 6M | -22.0% | +12.3% | -34.3% | -35.6% |
| YTD | -47.7% | +14.0% | -61.8% | -58.0% |
| 1Y | -32.7% | +20.3% | -53.0% | -50.0% |
| 3Y | -31.9% | +75.4% | -107.4% | -70.6% |
| 5Y | -74.6% | +66.0% | -140.6% | -87.7% |
| All | -64.8% | +140.4% | -205.2% | -89.0% |
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