+1.9%
PHI price history and return analytics
+356.5%
-354.6%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.3% | +2.0% | +1.8% |
| 7D | -10.2% | +2.4% | -12.5% | -11.4% |
| 30D | -15.4% | -1.5% | -13.9% | -14.8% |
| 3M | -12.3% | -4.1% | -8.2% | -10.4% |
| 6M | -13.6% | +0.6% | -14.1% | -14.3% |
| YTD | -18.5% | +11.0% | -29.6% | -23.8% |
| 1Y | -16.1% | +13.3% | -29.4% | -22.5% |
| 3Y | -11.6% | +73.4% | -85.0% | -36.8% |
| 5Y | -33.4% | +57.4% | -90.8% | -50.1% |
| 10Y | +3.0% | +221.7% | -218.7% | -51.4% |
| All | +1.9% | +356.5% | -354.6% | -61.9% |
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