+420.0%
PHOE price history and return analytics
+40.9%
+379.1%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -0.9% | -4.5% | -9.1% |
| 7D | -5.5% | -2.0% | -3.5% | -14.0% |
| 30D | -0.1% | -1.4% | +1.3% | -7.5% |
| 3M | +22.5% | +4.7% | +17.7% | +51.7% |
| 6M | +18.6% | +11.4% | +7.3% | +73.5% |
| YTD | +18.6% | +13.1% | +5.6% | +100.3% |
| 1Y | +106.8% | +19.0% | +87.7% | +280.1% |
| All | +420.0% | +40.9% | +379.1% | +1,247.4% |
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