+2,349.1%
PH vs VIG
+655.9%
+1,693.3%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.8% | 0.0% | -0.3% |
| 7D | +6.9% | -0.3% | +7.2% | +7.3% |
| 30D | +1.7% | +4.9% | -3.2% | -5.4% |
| 3M | -8.1% | +2.9% | -11.1% | -12.1% |
| 6M | +11.5% | +11.2% | +0.3% | -4.6% |
| YTD | +11.4% | +16.0% | -4.6% | -10.2% |
| 1Y | +14.1% | +17.0% | -2.9% | -9.1% |
| 3Y | +138.2% | +66.9% | +71.4% | +16.4% |
| 5Y | +216.0% | +65.8% | +150.2% | +57.6% |
| 10Y | +710.0% | +263.6% | +446.3% | +41.4% |
| All | +2,349.1% | +655.9% | +1,693.3% | +67.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling