-83.1%
PHR vs VT
+53.4%
-136.6%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.2% | -0.9% | -1.1% |
| 7D | +1.4% | -2.3% | +3.8% | +5.2% |
| 30D | +20.2% | -5.0% | +25.1% | +29.7% |
| 3M | +10.5% | -4.9% | +15.4% | +19.1% |
| 6M | +32.4% | -1.5% | +34.0% | +33.4% |
| YTD | -25.4% | +8.5% | -33.9% | -37.7% |
| 1Y | -43.3% | +11.4% | -54.7% | -54.8% |
| 3Y | -18.5% | +70.1% | -88.5% | -70.4% |
| All | -83.1% | +53.4% | -136.6% | -91.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling