-41.1%
PHG price history and return analytics
+63.7%
-104.8%
-74.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.9% | -0.8% | -0.8% |
| 7D | -5.6% | -2.0% | -3.6% | -3.5% |
| 30D | -9.1% | -1.4% | -7.6% | -7.7% |
| 3M | -4.2% | +4.7% | -8.9% | -9.2% |
| 6M | -11.7% | +11.4% | -23.1% | -22.0% |
| YTD | -5.6% | +13.1% | -18.7% | -17.9% |
| 1Y | -9.6% | +19.0% | -28.6% | -25.8% |
| 3Y | +27.8% | +73.9% | -46.2% | -32.6% |
| 5Y | -41.1% | +65.4% | -106.5% | -69.0% |
| All | -41.1% | +63.7% | -104.8% | -69.0% |
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 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