-13.1%
PHR vs VT
+74.0%
-87.1%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.3% | +0.8% | +0.9% |
| 7D | +0.6% | +2.4% | -1.8% | -1.9% |
| 30D | +19.4% | -1.5% | +20.9% | +21.2% |
| 3M | +0.6% | -4.1% | +4.7% | +4.9% |
| 6M | +38.1% | +0.6% | +37.5% | +36.3% |
| YTD | -25.0% | +11.0% | -36.0% | -35.1% |
| 1Y | -43.7% | +13.3% | -57.0% | -52.7% |
| 3Y | -13.1% | +73.4% | -86.5% | -68.4% |
| All | -13.1% | +74.0% | -87.1% | -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