-46.1%
PHIO price history and return analytics
+11.9%
-58.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -0.3% | -4.8% | -4.7% |
| 7D | -3.7% | +2.4% | -6.1% | -6.3% |
| 30D | -18.8% | -1.5% | -17.3% | -17.2% |
| 3M | -29.3% | -4.1% | -25.1% | -25.7% |
| 6M | -31.8% | +0.6% | -32.3% | -32.7% |
| YTD | -26.6% | +11.0% | -37.6% | -38.0% |
| 1Y | -46.1% | +13.3% | -59.4% | -56.5% |
| All | -46.1% | +11.9% | -58.0% | -56.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling