-10.7%
PHG price history and return analytics
+19.6%
-30.4%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -0.9% | -0.9% |
| 7D | -5.0% | -1.1% | -3.9% | -4.0% |
| 30D | -8.2% | -1.0% | -7.3% | -7.4% |
| 3M | -5.8% | +3.2% | -9.0% | -8.8% |
| 6M | -11.3% | +12.5% | -23.8% | -22.6% |
| YTD | -5.7% | +14.1% | -19.7% | -18.4% |
| 1Y | -10.7% | +18.9% | -29.6% | -27.4% |
| All | -10.7% | +19.6% | -30.4% | -27.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling