+797.8%
PH vs VTEB
+17.9%
+780.0%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.4% | +1.3% | +1.3% |
| 7D | -1.3% | -0.9% | -0.4% | -0.3% |
| 30D | -11.0% | -2.5% | -8.5% | -8.5% |
| 3M | +5.5% | -3.0% | +8.5% | +9.0% |
| 6M | +1.5% | -2.1% | +3.6% | +3.9% |
| YTD | +8.8% | -1.5% | +10.3% | +10.6% |
| 1Y | +24.5% | +0.2% | +24.3% | +24.5% |
| 3Y | +141.2% | +8.6% | +132.6% | +119.0% |
| 5Y | +256.3% | +1.2% | +255.1% | +250.9% |
| All | +797.8% | +17.9% | +780.0% | +874.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling