+142.5%
PH vs VIG
+58.6%
+84.0%
-26.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.3% | +0.5% |
| 7D | -3.1% | -0.4% | -2.6% | -2.4% |
| 30D | -3.2% | -1.0% | -2.3% | -1.7% |
| 3M | +10.6% | +2.8% | +7.8% | +5.9% |
| 6M | -2.1% | +8.2% | -10.3% | -13.6% |
| YTD | +10.2% | +11.0% | -0.8% | -6.8% |
| 1Y | +28.2% | +16.1% | +12.1% | +0.7% |
| All | +142.5% | +58.6% | +84.0% | +14.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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