+13.2%
PH vs VO
+13.5%
-0.3%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +0.9% | +0.9% |
| 7D | +2.1% | -0.2% | +2.3% | +2.2% |
| 30D | +0.3% | +0.5% | -0.2% | -0.3% |
| 3M | -8.8% | -1.1% | -7.7% | -7.8% |
| 6M | +10.0% | +6.4% | +3.7% | +2.5% |
| YTD | +10.5% | +13.5% | -3.1% | -4.7% |
| All | +13.2% | +13.5% | -0.3% | -2.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 1y: compounded portfolio wealth divided by compounded VO 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…
1y analysis · Full analysis span regression · 6 months rolling