+203.2%
PHK price history and return analytics
+356.5%
-153.3%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.3% | +1.2% | +1.2% |
| 7D | -1.7% | +2.4% | -4.1% | -3.3% |
| 30D | +1.0% | -1.5% | +2.5% | +1.9% |
| 3M | -10.6% | -4.1% | -6.4% | -8.1% |
| 6M | -6.3% | +0.6% | -6.8% | -7.0% |
| YTD | -7.3% | +11.0% | -18.4% | -14.4% |
| 1Y | -4.9% | +13.3% | -18.2% | -13.5% |
| 3Y | +32.4% | +73.4% | -41.0% | -12.4% |
| 5Y | +13.9% | +57.4% | -43.5% | -20.4% |
| 10Y | +40.4% | +221.7% | -181.3% | -42.9% |
| All | +203.2% | +356.5% | -153.3% | -13.9% |
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