+58.4%
PHM vs VOO
+78.5%
-20.0%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.5% | +0.4% |
| 7D | -4.1% | +2.6% | -6.7% | -6.2% |
| 30D | +16.1% | -2.0% | +18.1% | +17.8% |
| 3M | -2.5% | -2.8% | +0.3% | -0.3% |
| 6M | +12.9% | +2.2% | +10.7% | +10.5% |
| YTD | +9.0% | +11.5% | -2.5% | -1.3% |
| 1Y | +8.2% | +13.5% | -5.3% | -3.5% |
| 3Y | +58.4% | +78.1% | -19.6% | -25.0% |
| All | +58.4% | +78.5% | -20.0% | -25.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling