+253.8%
PH vs VSH
+65.5%
+188.3%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.0% | +0.3% | -0.4% |
| 7D | +0.4% | +6.2% | -5.8% | -1.4% |
| 30D | -10.8% | -11.1% | +0.3% | -8.0% |
| 3M | +8.5% | -44.9% | +53.4% | +26.5% |
| 6M | +3.9% | +90.0% | -86.0% | -25.8% |
| YTD | +9.4% | +118.8% | -109.4% | -26.9% |
| 1Y | +26.8% | +109.0% | -82.2% | -14.9% |
| 3Y | +140.8% | +35.6% | +105.2% | +86.1% |
| 5Y | +253.8% | +66.7% | +187.1% | +136.4% |
| All | +253.8% | +65.5% | +188.3% | +136.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling