+15.0%
PHVS price history and return analytics
+79.7%
-64.7%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.3% | -1.1% | -1.2% |
| 7D | -3.0% | +2.4% | -5.3% | -4.4% |
| 30D | +11.1% | -1.5% | +12.6% | +12.2% |
| 3M | -2.0% | -4.1% | +2.1% | +0.5% |
| 6M | +1.3% | +0.6% | +0.7% | +0.7% |
| YTD | +20.2% | +11.0% | +9.2% | +12.7% |
| 1Y | +37.5% | +13.3% | +24.2% | +27.4% |
| 3Y | +98.0% | +73.4% | +24.6% | +46.5% |
| 5Y | +101.7% | +57.4% | +44.3% | +58.3% |
| All | +15.0% | +79.7% | -64.7% | -16.2% |
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 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