-100.0%
PHGE price history and return analytics
+158.4%
-258.3%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -26.2% | +4.5% | -30.6% | -29.0% |
| 7D | -26.2% | +4.5% | -30.6% | -29.0% |
| 30D | -26.2% | +4.5% | -30.6% | -29.0% |
| 3M | -82.4% | +2.4% | -84.8% | -82.8% |
| 6M | -97.7% | +12.0% | -109.7% | -97.8% |
| YTD | -92.1% | +15.3% | -107.4% | -92.8% |
| 1Y | -98.5% | +22.6% | -121.1% | -98.7% |
| 3Y | -99.8% | +74.7% | -174.5% | -99.8% |
| 5Y | -100.0% | +66.1% | -166.1% | -100.0% |
| All | -100.0% | +158.4% | -258.3% | -100.0% |
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 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