-52.7%
PHR price history and return analytics
+74.2%
-126.9%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.6% | +1.8% | +1.9% |
| 7D | -12.7% | -0.1% | -12.6% | -12.7% |
| 30D | -16.9% | -0.7% | -16.2% | -16.2% |
| 3M | +11.3% | +4.0% | +7.3% | +5.6% |
| 6M | -14.3% | +12.3% | -26.6% | -27.4% |
| YTD | -38.9% | +14.0% | -52.9% | -49.6% |
| 1Y | -61.1% | +20.3% | -81.4% | -70.5% |
| All | -52.7% | +74.2% | -126.9% | -85.5% |
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