+792.3%
PH price history and return analytics
+221.4%
+570.9%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.2% | 0.0% |
| 7D | +0.4% | +1.0% | -0.6% | -1.0% |
| 30D | -10.8% | -0.2% | -10.6% | -10.5% |
| 3M | +8.5% | +4.5% | +3.9% | +1.8% |
| 6M | +3.9% | +14.1% | -10.1% | -14.1% |
| YTD | +9.4% | +14.8% | -5.3% | -10.4% |
| 1Y | +26.8% | +21.2% | +5.6% | -4.1% |
| 3Y | +140.8% | +76.6% | +64.2% | +9.1% |
| 5Y | +253.8% | +66.6% | +187.2% | +75.4% |
| 10Y | +792.3% | +222.3% | +570.1% | +84.3% |
| All | +792.3% | +221.4% | +570.9% | +84.3% |
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