+14.4%
PH vs VSH
+92.4%
-78.0%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -4.2% | +4.2% | +0.5% |
| 7D | +4.3% | +14.3% | -10.0% | +2.3% |
| 30D | +0.1% | -7.9% | +8.0% | +0.7% |
| 3M | -9.4% | -19.9% | +10.5% | -7.6% |
| 6M | +8.8% | -30.5% | +39.3% | +9.0% |
| YTD | +9.6% | +85.7% | -76.0% | -17.0% |
| 1Y | +14.4% | +98.9% | -84.5% | -15.2% |
| All | +14.4% | +92.4% | -78.0% | -15.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 VSH 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