+249.6%
PH vs VTRS
+47.1%
+202.5%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.8% | +0.9% | +1.5% |
| 7D | -1.3% | -2.2% | +0.9% | -0.6% |
| 30D | -11.0% | +3.3% | -14.3% | -11.9% |
| 3M | +5.5% | +2.0% | +3.5% | +4.2% |
| 6M | +1.5% | +19.9% | -18.5% | -5.2% |
| YTD | +8.8% | +35.7% | -27.0% | -2.7% |
| 1Y | +24.5% | +68.1% | -43.6% | +3.4% |
| 3Y | +141.2% | +87.1% | +54.1% | +84.5% |
| All | +249.6% | +47.1% | +202.5% | +166.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 VTRS 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