-20.2%
PFH price history and return analytics
+113.0%
-133.1%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.9% | -0.5% | +0.1% |
| 7D | -0.9% | -1.1% | +0.3% | -0.5% |
| 30D | -2.5% | -1.0% | -1.5% | -2.2% |
| 3M | -5.6% | +3.2% | -8.7% | -6.6% |
| 6M | -8.3% | +12.5% | -20.8% | -12.1% |
| YTD | -8.0% | +14.1% | -22.0% | -12.2% |
| 1Y | -12.9% | +18.9% | -31.8% | -18.1% |
| 3Y | -6.6% | +74.1% | -80.7% | -23.9% |
| 5Y | -25.2% | +66.9% | -92.0% | -39.6% |
| All | -20.2% | +113.0% | -133.1% | -37.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling