+111.6%
PHDG price history and return analytics
+334.1%
-222.6%
-17.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.3% | +0.6% | +0.4% |
| 7D | -0.2% | +2.4% | -2.6% | -0.9% |
| 30D | -0.4% | -1.5% | +1.1% | -0.1% |
| 3M | -1.4% | -4.1% | +2.7% | -0.3% |
| 6M | -1.2% | +0.6% | -1.7% | -1.4% |
| YTD | +11.3% | +11.0% | +0.3% | +8.0% |
| 1Y | +10.3% | +13.3% | -3.1% | +6.3% |
| 3Y | +36.1% | +73.4% | -37.2% | +16.7% |
| 5Y | +19.9% | +57.4% | -37.5% | +4.5% |
| 10Y | +103.7% | +221.7% | -118.0% | +45.2% |
| All | +111.6% | +334.1% | -222.6% | +34.6% |
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