+253.6%
PH vs VCIT
+4.1%
+249.6%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | -3.1% | -0.3% | -2.7% | -2.7% |
| 30D | -3.2% | -0.8% | -2.5% | -2.6% |
| 3M | +10.6% | -1.0% | +11.6% | +11.6% |
| 6M | -2.1% | -1.8% | -0.3% | -0.4% |
| YTD | +10.2% | -0.7% | +10.9% | +11.0% |
| 1Y | +28.2% | +1.0% | +27.2% | +27.4% |
| 3Y | +134.9% | +18.8% | +116.0% | +101.5% |
| All | +253.6% | +4.1% | +249.6% | +230.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VCIT.
Daily Out/Under-Performance
Portfolio return minus VCIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCIT 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 5y: compounded portfolio wealth divided by compounded VCIT 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…
5y analysis · Full analysis span regression · 6 months rolling