+21.6%
PHVS vs VT
+86.7%
-65.1%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | 0.0% | -1.1% | -1.1% |
| 7D | -0.2% | +0.4% | -0.6% | -0.5% |
| 30D | +5.5% | +1.0% | +4.5% | +4.8% |
| 3M | +11.4% | +2.4% | +9.1% | +9.7% |
| 6M | +31.5% | +12.0% | +19.5% | +22.6% |
| YTD | +27.0% | +15.3% | +11.7% | +16.4% |
| 1Y | +60.4% | +22.6% | +37.8% | +42.3% |
| 3Y | +65.3% | +74.7% | -9.3% | +21.2% |
| 5Y | +85.4% | +66.1% | +19.3% | +41.2% |
| All | +21.6% | +86.7% | -65.1% | -13.5% |
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