+25.7%
PHO price history and return analytics
+72.7%
-47.0%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.9% | -0.2% | -0.4% |
| 7D | -3.9% | -2.0% | -1.9% | -2.3% |
| 30D | -6.8% | -1.4% | -5.4% | -5.7% |
| 3M | +3.7% | +4.7% | -1.0% | -0.4% |
| 6M | -0.5% | +11.4% | -11.9% | -9.7% |
| YTD | -3.0% | +13.1% | -16.0% | -13.2% |
| 1Y | -3.5% | +19.0% | -22.5% | -17.7% |
| All | +25.7% | +72.7% | -47.0% | -26.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling