+7.8%
PTH price history and return analytics
+53.4%
-45.6%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.2% | +1.8% | +1.8% |
| 7D | -3.9% | -2.3% | -1.6% | -1.4% |
| 30D | -0.5% | -5.0% | +4.5% | +5.2% |
| 3M | -2.5% | -4.9% | +2.4% | +2.9% |
| 6M | +8.9% | -1.5% | +10.5% | +10.8% |
| YTD | +15.6% | +8.5% | +7.1% | +6.3% |
| 1Y | +24.8% | +11.4% | +13.5% | +11.7% |
| 3Y | +90.0% | +70.1% | +19.9% | +11.1% |
| All | +7.8% | +53.4% | -45.6% | -28.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling