-99.7%
PHGE price history and return analytics
+63.7%
-163.4%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.2% | -0.9% | +15.0% | +14.3% |
| 7D | +1,202.8% | -2.0% | +1,204.8% | +1,203.8% |
| 30D | +1,063.5% | -1.4% | +1,064.9% | +1,057.6% |
| 3M | +189.1% | +4.7% | +184.3% | +170.0% |
| 6M | -75.3% | +11.4% | -86.7% | -77.8% |
| YTD | -1.1% | +13.1% | -14.1% | -11.6% |
| 1Y | -79.0% | +19.0% | -98.0% | -81.8% |
| 3Y | -97.6% | +73.9% | -171.6% | -98.4% |
| 5Y | -99.7% | +65.4% | -165.1% | -99.8% |
| All | -99.7% | +63.7% | -163.4% | -99.8% |
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