+725.0%
VTV vs PH
+3,686.4%
-2,961.4%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.2% | 0.0% | -0.2% |
| 7D | +0.5% | -3.1% | +3.6% | +1.9% |
| 30D | +1.1% | -3.2% | +4.3% | +2.3% |
| 3M | +5.9% | +10.6% | -4.7% | +0.7% |
| 6M | +11.6% | -2.1% | +13.8% | +11.5% |
| YTD | +19.8% | +10.2% | +9.6% | +13.3% |
| 1Y | +26.2% | +28.2% | -2.0% | +11.0% |
| 3Y | +68.5% | +134.9% | -66.4% | +8.8% |
| 5Y | +79.9% | +253.6% | -173.8% | -6.5% |
| 10Y | +229.7% | +804.7% | -575.0% | +1.0% |
| All | +725.0% | +3,686.4% | -2,961.4% | +18.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling