+49.0%
PHM vs VEU
+74.2%
-25.2%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.8% | -0.2% | -0.2% |
| 7D | -3.9% | +0.3% | -4.2% | -4.1% |
| 30D | -8.6% | +0.7% | -9.2% | -9.1% |
| 3M | -2.9% | +4.7% | -7.6% | -7.5% |
| 6M | -5.7% | +11.6% | -17.3% | -16.2% |
| YTD | +1.9% | +16.8% | -14.9% | -14.3% |
| 1Y | -12.3% | +24.9% | -37.2% | -31.5% |
| All | +49.0% | +74.2% | -25.2% | -25.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling