+27.6%
PH vs VSH
+111.3%
-83.7%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.0% | +0.3% | -0.6% |
| 7D | +0.4% | +6.2% | -5.8% | -0.3% |
| 30D | -10.8% | -11.1% | +0.3% | -9.7% |
| 3M | +8.5% | -44.9% | +53.4% | +15.5% |
| 6M | +3.9% | +90.0% | -86.0% | -13.2% |
| YTD | +9.4% | +118.8% | -109.4% | -10.9% |
| All | +27.6% | +111.3% | -83.7% | +2.4% |
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