+19.3%
PH vs VTEB
+0.4%
+19.0%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +0.4% | -4.1% | -4.1% |
| 7D | -0.2% | +0.9% | -1.1% | -1.0% |
| 30D | -6.7% | +3.7% | -10.4% | -10.9% |
| 3M | -8.1% | -0.8% | -7.3% | -2.8% |
| 6M | +5.3% | -0.9% | +6.2% | +12.0% |
| YTD | +4.2% | -0.1% | +4.3% | +7.3% |
| 1Y | +19.3% | +0.2% | +19.1% | +20.5% |
| All | +19.3% | +0.4% | +19.0% | +20.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 VTEB 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