+557.2%
PHM vs VEU
+155.0%
+402.2%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.0% | +0.5% | +0.4% |
| 7D | -5.0% | -1.4% | -3.6% | -3.4% |
| 30D | -8.4% | -0.4% | -8.0% | -8.0% |
| 3M | -4.4% | +2.5% | -7.0% | -7.5% |
| 6M | -3.7% | +11.1% | -14.9% | -15.3% |
| YTD | +1.3% | +16.5% | -15.2% | -16.0% |
| 1Y | -14.0% | +22.9% | -37.0% | -33.0% |
| 3Y | +48.1% | +73.4% | -25.3% | -23.1% |
| 5Y | +158.8% | +56.1% | +102.7% | +52.9% |
| All | +557.2% | +155.0% | +402.2% | +121.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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