-12.2%
PHR vs VT
+74.4%
-86.6%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.5% | +2.3% | +2.3% |
| 7D | +7.4% | -0.1% | +7.5% | +7.6% |
| 30D | +21.5% | -3.1% | +24.5% | +25.4% |
| 3M | +5.5% | -3.5% | +9.0% | +9.4% |
| 6M | +29.1% | +0.5% | +28.6% | +27.5% |
| YTD | -22.4% | +10.8% | -33.2% | -32.7% |
| 1Y | -42.0% | +11.9% | -53.8% | -50.3% |
| 3Y | -12.2% | +73.0% | -85.1% | -68.4% |
| All | -12.2% | +74.4% | -86.6% | -68.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 3y: compounded portfolio wealth divided by compounded VT 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…
3y analysis · Full analysis span regression · 6 months rolling