+291.5%
PTH vs VT
+215.5%
+76.0%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.2% | +1.8% | +1.8% |
| 7D | -3.9% | -2.3% | -1.6% | -1.4% |
| 30D | -0.5% | -5.0% | +4.5% | +5.2% |
| 3M | -2.5% | -4.9% | +2.4% | +3.0% |
| 6M | +8.9% | -1.5% | +10.5% | +10.8% |
| YTD | +15.6% | +8.5% | +7.1% | +6.2% |
| 1Y | +24.8% | +11.4% | +13.5% | +11.6% |
| 3Y | +90.0% | +70.1% | +19.9% | +9.8% |
| 5Y | +8.6% | +53.7% | -45.2% | -30.2% |
| All | +291.5% | +215.5% | +76.0% | +21.6% |
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