-2.7%
PHK price history and return analytics
+13.3%
-16.0%
-12.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | 0.0% | +2.2% | +2.2% |
| 7D | +2.7% | -1.6% | +4.3% | +3.3% |
| 30D | +1.6% | -2.5% | +4.1% | +2.6% |
| 3M | -7.9% | -1.3% | -6.6% | -7.5% |
| 6M | -6.4% | +3.1% | -9.5% | -7.7% |
| YTD | -4.8% | +10.9% | -15.7% | -10.2% |
| All | -2.7% | +13.3% | -16.0% | -8.5% |
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