+32.6%
PHK price history and return analytics
+229.8%
-197.2%
-51.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.9% | -2.5% | -2.2% |
| 7D | -3.1% | -1.1% | -2.0% | -2.4% |
| 30D | -6.1% | -1.0% | -5.1% | -5.5% |
| 3M | -1.3% | +3.2% | -4.5% | -3.4% |
| 6M | -3.7% | +12.5% | -16.2% | -11.1% |
| YTD | -2.7% | +14.1% | -16.7% | -11.1% |
| 1Y | -1.4% | +18.9% | -20.3% | -12.5% |
| 3Y | +31.0% | +74.1% | -43.1% | -12.1% |
| 5Y | +19.8% | +66.9% | -47.1% | -18.0% |
| All | +32.6% | +229.8% | -197.2% | -48.1% |
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 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