+23,594.4%
PH vs VTRS
+557.1%
+23,037.3%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.6% | +0.9% | -0.3% |
| 7D | +0.4% | -0.1% | +0.5% | +0.4% |
| 30D | -10.8% | +1.9% | -12.7% | -11.2% |
| 3M | +8.5% | +5.1% | +3.4% | +6.8% |
| 6M | +3.9% | +20.1% | -16.1% | -0.8% |
| YTD | +9.4% | +36.6% | -27.1% | +1.3% |
| 1Y | +26.8% | +64.1% | -37.3% | +12.3% |
| 3Y | +140.8% | +86.4% | +54.4% | +104.4% |
| 5Y | +253.8% | +40.9% | +212.9% | +214.0% |
| 10Y | +792.3% | -48.7% | +841.1% | +821.9% |
| All | +23,594.4% | +557.1% | +23,037.3% | +14,294.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling