+283.5%
PTH vs VT
+214.8%
+68.7%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -4.1% | -2.3% | -2.1% |
| 7D | -8.1% | -4.2% | -4.0% | -3.8% |
| 30D | -3.9% | -5.8% | +1.9% | +2.5% |
| 3M | -6.4% | -5.2% | -1.1% | -0.7% |
| 6M | +8.5% | +0.1% | +8.3% | +8.4% |
| YTD | +13.2% | +8.2% | +5.0% | +4.3% |
| 1Y | +21.6% | +10.1% | +11.4% | +10.0% |
| 3Y | +82.2% | +69.7% | +12.5% | +5.5% |
| 5Y | +6.4% | +53.4% | -47.0% | -31.5% |
| All | +283.5% | +214.8% | +68.7% | +19.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling