-58.9%
PHR price history and return analytics
+143.6%
-202.5%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.9% | +0.5% | +0.2% |
| 7D | -5.8% | -1.1% | -4.7% | -4.4% |
| 30D | -15.9% | -1.0% | -14.9% | -14.8% |
| 3M | +13.9% | +3.2% | +10.8% | +8.8% |
| 6M | -9.1% | +12.5% | -21.6% | -24.5% |
| YTD | -39.1% | +14.1% | -53.1% | -50.4% |
| 1Y | -59.5% | +18.9% | -78.4% | -68.8% |
| 3Y | -52.9% | +74.1% | -126.9% | -78.0% |
| 5Y | -85.3% | +66.9% | -152.2% | -92.5% |
| All | -58.9% | +143.6% | -202.5% | -84.1% |
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