+157.3%
PHM vs VOO
+81.6%
+75.7%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.5% | -0.5% |
| 7D | -3.9% | -0.4% | -3.5% | -3.5% |
| 30D | -8.6% | -1.4% | -7.2% | -7.1% |
| 3M | -2.9% | +3.7% | -6.7% | -6.8% |
| 6M | -5.7% | +13.0% | -18.7% | -17.6% |
| YTD | +1.9% | +12.4% | -10.6% | -10.7% |
| 1Y | -12.3% | +18.6% | -30.9% | -27.7% |
| 3Y | +50.8% | +78.1% | -27.3% | -24.9% |
| 5Y | +157.3% | +82.3% | +75.0% | +27.0% |
| All | +157.3% | +81.6% | +75.7% | +27.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling