+21.3%
PHDG price history and return analytics
+63.7%
-42.4%
-17.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.9% | +0.5% | 0.0% |
| 7D | -2.2% | -2.0% | -0.2% | -1.4% |
| 30D | -1.9% | -1.4% | -0.5% | -1.4% |
| 3M | -2.1% | +4.7% | -6.9% | -3.9% |
| 6M | +5.9% | +11.4% | -5.5% | +1.5% |
| YTD | +9.7% | +13.1% | -3.4% | +4.5% |
| 1Y | +12.9% | +19.0% | -6.1% | +5.4% |
| 3Y | +33.7% | +73.9% | -40.3% | +7.0% |
| 5Y | +21.3% | +65.4% | -44.1% | -2.8% |
| All | +21.3% | +63.7% | -42.4% | -2.8% |
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