+156.7%
PH vs VLTO
+56.4%
+100.3%
-26.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.6% | -0.7% | -0.3% |
| 7D | +4.3% | +1.0% | +3.4% | +3.9% |
| 30D | +0.1% | +17.5% | -17.3% | -6.7% |
| 3M | -9.4% | +21.4% | -30.8% | -16.9% |
| 6M | +8.8% | +38.1% | -29.4% | -6.8% |
| YTD | +9.6% | +19.0% | -9.4% | +1.0% |
| 1Y | +14.4% | +20.7% | -6.2% | +4.4% |
| 3Y | +134.5% | +64.3% | +70.2% | +88.3% |
| All | +156.7% | +56.4% | +100.3% | +107.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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