+1,142.3%
VST vs PH
+725.6%
+416.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.8% | +0.9% | +1.3% |
| 7D | +10.9% | +6.9% | +4.1% | +7.4% |
| 30D | -15.6% | +1.7% | -17.3% | -15.9% |
| 3M | -7.8% | -8.1% | +0.4% | -3.3% |
| 6M | -12.0% | +11.5% | -23.5% | -16.5% |
| YTD | -16.9% | +11.4% | -28.3% | -21.3% |
| 1Y | -25.1% | +14.1% | -39.2% | -30.0% |
| 3Y | +297.1% | +138.2% | +158.8% | +169.9% |
| 5Y | +641.9% | +216.0% | +425.9% | +336.8% |
| 10Y | +1,142.3% | +710.0% | +432.3% | +407.8% |
| All | +1,142.3% | +725.6% | +416.7% | +407.8% |
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