+797.8%
PH vs VNQ
+64.0%
+733.8%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.7% | +1.0% | +1.1% |
| 7D | -1.3% | -1.3% | 0.0% | -0.2% |
| 30D | -11.0% | -2.6% | -8.4% | -8.9% |
| 3M | +5.5% | -2.0% | +7.5% | +6.9% |
| 6M | +1.5% | +4.3% | -2.9% | -2.8% |
| YTD | +8.8% | +9.2% | -0.5% | 0.0% |
| 1Y | +24.5% | +5.6% | +18.9% | +17.8% |
| 3Y | +141.2% | +30.8% | +110.3% | +86.2% |
| 5Y | +256.3% | +8.0% | +248.3% | +225.9% |
| All | +797.8% | +64.0% | +733.8% | +481.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 10y: compounded portfolio wealth divided by compounded VNQ 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…
10y analysis · Full analysis span regression · 6 months rolling