-48.9%
PTHS price history and return analytics
+58.4%
-107.3%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.5% | +1.3% | +1.4% |
| 7D | -1.1% | +1.0% | -2.1% | -2.2% |
| 30D | -13.4% | -0.2% | -13.2% | -13.4% |
| 3M | -6.7% | +4.5% | -11.2% | -12.2% |
| 6M | +6.2% | +14.1% | -7.9% | -11.5% |
| YTD | -20.8% | +14.8% | -35.6% | -35.1% |
| 1Y | -23.7% | +21.2% | -44.9% | -42.3% |
| All | -48.9% | +58.4% | -107.3% | -69.6% |
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