+1,685.1%
PH price history and return analytics
+346.0%
+1,339.0%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.2% | +2.6% | +2.6% |
| 7D | +2.0% | -2.3% | +4.3% | +4.6% |
| 30D | -3.7% | -5.0% | +1.3% | +2.1% |
| 3M | -14.0% | -4.9% | -9.2% | -9.0% |
| 6M | +2.1% | -1.5% | +3.7% | +3.5% |
| YTD | +5.1% | +8.5% | -3.4% | -5.2% |
| 1Y | +10.9% | +11.4% | -0.4% | -3.0% |
| 3Y | +132.9% | +70.1% | +62.9% | +26.0% |
| 5Y | +200.1% | +53.7% | +146.4% | +84.4% |
| 10Y | +783.8% | +220.0% | +563.8% | +157.3% |
| All | +1,685.1% | +346.0% | +1,339.0% | +291.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling