+1,597.1%
PHM vs VOO
+817.1%
+780.1%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.5% | +0.6% |
| 7D | -3.2% | +0.1% | -3.3% | -3.3% |
| 30D | -6.4% | +0.1% | -6.5% | -6.5% |
| 3M | +5.5% | +2.0% | +3.5% | +2.6% |
| 6M | -5.4% | +13.0% | -18.5% | -19.3% |
| YTD | +6.6% | +13.6% | -7.0% | -9.8% |
| 1Y | -8.8% | +20.1% | -28.9% | -28.5% |
| 3Y | +54.1% | +77.6% | -23.4% | -29.2% |
| 5Y | +144.5% | +82.4% | +62.0% | +9.5% |
| 10Y | +569.4% | +316.8% | +252.6% | -12.6% |
| All | +1,597.1% | +817.1% | +780.1% | -42.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling