-80.6%
PTHS vs VT
+49.4%
-130.0%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.4% | -4.1% | -4.3% | -3.3% |
| 7D | -43.8% | -4.2% | -39.6% | -39.7% |
| 30D | -56.7% | -5.8% | -50.9% | -52.7% |
| 3M | -67.4% | -5.2% | -62.2% | -64.7% |
| 6M | -63.5% | +0.1% | -63.6% | -63.3% |
| YTD | -70.0% | +8.2% | -78.2% | -73.1% |
| 1Y | -74.9% | +10.1% | -85.0% | -78.0% |
| All | -80.6% | +49.4% | -130.0% | -87.4% |
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