-75.4%
PHAT price history and return analytics
+134.1%
-209.5%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.3% | -2.4% | -2.3% |
| 7D | +15.4% | +2.4% | +13.1% | +11.8% |
| 30D | -18.1% | -1.5% | -16.6% | -15.6% |
| 3M | -34.0% | -4.1% | -29.9% | -29.3% |
| 6M | -51.8% | +0.6% | -52.3% | -52.4% |
| YTD | -63.5% | +11.0% | -74.5% | -69.2% |
| 1Y | -59.2% | +13.3% | -72.5% | -66.7% |
| 3Y | -15.2% | +73.4% | -88.6% | -62.4% |
| 5Y | -72.2% | +57.4% | -129.6% | -85.4% |
| All | -75.4% | +134.1% | -209.5% | -91.9% |
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