-99.6%
PHUN price history and return analytics
+229.2%
-328.8%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.9% | -0.4% | -0.7% |
| 7D | -2.4% | -1.1% | -1.3% | -0.9% |
| 30D | -3.3% | -1.0% | -2.3% | -2.1% |
| 3M | +2.0% | +3.2% | -1.1% | -2.4% |
| 6M | +16.7% | +12.5% | +4.2% | -0.5% |
| YTD | +9.7% | +14.1% | -4.3% | -7.6% |
| 1Y | -24.5% | +18.9% | -43.4% | -39.4% |
| 3Y | -84.3% | +74.1% | -158.4% | -92.2% |
| 5Y | -96.1% | +66.9% | -163.0% | -97.8% |
| All | -99.6% | +229.2% | -328.8% | -99.9% |
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 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