+10.2%
PTH price history and return analytics
+58.5%
-48.3%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.6% | -2.3% | -2.3% |
| 7D | +3.1% | +2.9% | +0.2% | +0.1% |
| 30D | +1.4% | -2.5% | +3.9% | +4.3% |
| 3M | -4.0% | -3.3% | -0.7% | -0.4% |
| 6M | +11.7% | +1.5% | +10.2% | +10.1% |
| YTD | +16.7% | +11.4% | +5.3% | +4.5% |
| 1Y | +22.6% | +11.9% | +10.7% | +9.2% |
| 3Y | +95.0% | +73.9% | +21.1% | +11.5% |
| 5Y | +10.2% | +57.9% | -47.7% | -29.6% |
| All | +10.2% | +58.5% | -48.3% | -29.6% |
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