-78.5%
PTHS vs VT
+11.9%
-90.4%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.5% | -0.6% | -13.9% | -13.9% |
| 7D | -13.7% | +2.9% | -16.5% | -15.5% |
| 30D | -60.4% | -2.5% | -57.9% | -59.2% |
| 3M | -72.2% | -3.3% | -68.9% | -71.3% |
| 6M | -70.5% | +1.5% | -72.1% | -70.4% |
| YTD | -74.1% | +11.4% | -85.5% | -76.2% |
| 1Y | -78.5% | +11.9% | -90.4% | -80.7% |
| All | -78.5% | +11.9% | -90.4% | -80.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling