+55.7%
PXH vs VT
+58.5%
-2.8%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.3% | -0.5% |
| 7D | +1.4% | +2.9% | -1.5% | -0.9% |
| 30D | -6.2% | -2.5% | -3.7% | -4.3% |
| 3M | -3.3% | -3.3% | 0.0% | -0.6% |
| 6M | -1.7% | +1.5% | -3.2% | -2.9% |
| YTD | +11.1% | +11.4% | -0.2% | +1.9% |
| 1Y | +10.0% | +11.9% | -1.9% | +0.4% |
| 3Y | +77.0% | +73.9% | +3.1% | +14.6% |
| 5Y | +55.7% | +57.9% | -2.2% | +7.7% |
| All | +55.7% | +58.5% | -2.8% | +7.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling