+22,650.5%
PH vs VSH
+1,203.4%
+21,447.1%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +5.7% | -2.9% | +1.2% |
| 7D | +2.0% | -12.9% | +14.9% | +5.6% |
| 30D | -3.7% | -36.9% | +33.2% | +8.5% |
| 3M | -14.0% | -28.8% | +14.7% | -7.2% |
| 6M | +2.1% | -30.3% | +32.4% | +6.1% |
| YTD | +5.1% | +62.4% | -57.3% | -15.9% |
| 1Y | +10.9% | +62.5% | -51.6% | -11.5% |
| 3Y | +132.9% | +7.4% | +125.6% | +101.6% |
| 5Y | +200.1% | +25.4% | +174.6% | +146.4% |
| 10Y | +783.8% | +102.6% | +681.2% | +535.3% |
| All | +22,650.5% | +1,203.4% | +21,447.1% | +8,805.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling