+249.6%
PH vs VNQ
+7.0%
+242.5%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.7% | +1.0% | +1.1% |
| 7D | -1.3% | -1.3% | 0.0% | -0.3% |
| 30D | -11.0% | -2.6% | -8.4% | -9.1% |
| 3M | +5.5% | -2.0% | +7.5% | +6.8% |
| 6M | +1.5% | +4.3% | -2.9% | -2.5% |
| YTD | +8.8% | +9.2% | -0.5% | +0.7% |
| 1Y | +24.5% | +5.6% | +18.9% | +18.4% |
| 3Y | +141.2% | +30.8% | +110.3% | +90.8% |
| All | +249.6% | +7.0% | +242.5% | +228.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling