-97.5%
PHGE price history and return analytics
+72.7%
-170.2%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.2% | -0.9% | +15.0% | +13.7% |
| 7D | +1,202.8% | -2.0% | +1,204.8% | +1,196.6% |
| 30D | +1,063.5% | -1.4% | +1,064.9% | +1,048.4% |
| 3M | +189.1% | +4.7% | +184.3% | +160.7% |
| 6M | -75.3% | +11.4% | -86.7% | -78.5% |
| YTD | -1.1% | +13.1% | -14.1% | -14.9% |
| 1Y | -79.0% | +19.0% | -98.0% | -82.6% |
| All | -97.5% | +72.7% | -170.2% | -98.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling