-56.4%
PHR vs VT
+146.3%
-202.7%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | 0.0% | -1.4% | -1.4% |
| 7D | -10.0% | +0.4% | -10.4% | -10.6% |
| 30D | -4.8% | +1.0% | -5.8% | -5.9% |
| 3M | +12.9% | +2.4% | +10.5% | +8.7% |
| 6M | -13.4% | +12.0% | -25.4% | -27.5% |
| YTD | -35.3% | +15.3% | -50.7% | -48.1% |
| 1Y | -64.9% | +22.6% | -87.5% | -74.1% |
| 3Y | -63.7% | +74.7% | -138.3% | -83.1% |
| 5Y | -83.7% | +66.1% | -149.8% | -91.6% |
| All | -56.4% | +146.3% | -202.7% | -83.4% |
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 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