+93.1%
PHIN price history and return analytics
+77.4%
+15.6%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.9% | -0.5% | -0.7% |
| 7D | -4.1% | -1.1% | -2.9% | -2.8% |
| 30D | -10.1% | -1.0% | -9.1% | -9.1% |
| 3M | -18.7% | +3.2% | -21.8% | -21.8% |
| 6M | +2.9% | +12.5% | -9.5% | -10.8% |
| YTD | +7.0% | +14.1% | -7.1% | -8.8% |
| 1Y | +13.2% | +18.9% | -5.7% | -8.4% |
| 3Y | +166.7% | +74.1% | +92.7% | +39.3% |
| All | +93.1% | +77.4% | +15.6% | -0.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling