+9.9%
PHI price history and return analytics
+360.7%
-350.7%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.1% | -2.6% | -2.1% |
| 7D | -2.3% | -0.7% | -1.6% | -2.1% |
| 30D | -5.7% | -1.7% | -4.0% | -4.9% |
| 3M | -5.9% | -2.3% | -3.5% | -4.8% |
| 6M | -8.7% | +1.5% | -10.2% | -9.9% |
| YTD | -12.1% | +12.0% | -24.1% | -18.2% |
| 1Y | -5.7% | +12.9% | -18.6% | -12.7% |
| 3Y | -6.2% | +74.9% | -81.1% | -33.3% |
| 5Y | -28.2% | +59.9% | -88.1% | -46.7% |
| 10Y | +11.1% | +224.6% | -213.5% | -47.8% |
| All | +9.9% | +360.7% | -350.7% | -59.1% |
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