+98.0%
PHIN price history and return analytics
+78.5%
+19.4%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.5% | -1.1% | -1.0% |
| 7D | +2.1% | +1.0% | +1.1% | +0.9% |
| 30D | -8.9% | -0.2% | -8.7% | -8.7% |
| 3M | -14.9% | +4.5% | -19.5% | -19.5% |
| 6M | +1.9% | +14.1% | -12.2% | -13.2% |
| YTD | +9.7% | +14.8% | -5.1% | -7.1% |
| 1Y | +17.5% | +21.2% | -3.7% | -7.1% |
| 3Y | +162.9% | +76.6% | +86.3% | +36.5% |
| All | +98.0% | +78.5% | +19.4% | +1.6% |
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