-49.7%
PHR vs VT
+131.7%
-181.4%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.2% | -0.9% | -1.0% |
| 7D | +1.4% | -2.3% | +3.8% | +4.6% |
| 30D | +20.2% | -5.0% | +25.1% | +28.2% |
| 3M | +10.5% | -4.9% | +15.4% | +17.8% |
| 6M | +32.4% | -1.5% | +34.0% | +33.6% |
| YTD | -25.4% | +8.5% | -33.9% | -35.3% |
| 1Y | -43.3% | +11.4% | -54.7% | -52.5% |
| 3Y | -18.5% | +70.1% | -88.5% | -61.2% |
| 5Y | -82.9% | +53.7% | -136.6% | -90.3% |
| All | -49.7% | +131.7% | -181.4% | -79.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling