+557.2%
PHM vs VOO
+325.3%
+231.9%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.8% | +0.7% | +0.6% |
| 7D | -5.0% | -0.8% | -4.2% | -4.1% |
| 30D | -8.4% | -1.1% | -7.4% | -7.3% |
| 3M | -4.4% | +3.9% | -8.3% | -8.6% |
| 6M | -3.7% | +13.6% | -17.4% | -16.7% |
| YTD | +1.3% | +12.7% | -11.4% | -11.7% |
| 1Y | -14.0% | +17.6% | -31.6% | -28.7% |
| 3Y | +48.1% | +77.3% | -29.2% | -24.8% |
| 5Y | +158.8% | +84.1% | +74.7% | +27.4% |
| All | +557.2% | +325.3% | +231.9% | +30.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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