+800.0%
VGT vs PH
+820.2%
-20.2%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.7% | -0.5% | +0.4% |
| 7D | -0.2% | -1.3% | +1.1% | +0.4% |
| 30D | -0.4% | -11.0% | +10.5% | +5.1% |
| 3M | +4.4% | +5.5% | -1.1% | +1.3% |
| 6M | +32.1% | +1.5% | +30.6% | +29.8% |
| YTD | +28.8% | +8.8% | +20.0% | +22.1% |
| 1Y | +35.3% | +24.5% | +10.9% | +19.6% |
| 3Y | +124.8% | +141.2% | -16.4% | +42.0% |
| 5Y | +137.9% | +256.3% | -118.4% | +23.0% |
| All | +800.0% | +820.2% | -20.2% | +206.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PH.
Daily Out/Under-Performance
Portfolio return minus PH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PH 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 PH 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