+557.2%
PHM vs VRSN
+299.1%
+258.1%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.3% | +0.3% | +1.0% |
| 7D | -5.0% | +0.2% | -5.2% | -5.1% |
| 30D | -8.4% | +3.8% | -12.2% | -10.1% |
| 3M | -4.4% | +5.0% | -9.4% | -7.1% |
| 6M | -3.7% | +24.9% | -28.6% | -14.8% |
| YTD | +1.3% | +21.6% | -20.3% | -9.8% |
| 1Y | -14.0% | +2.4% | -16.4% | -16.7% |
| 3Y | +48.1% | +47.3% | +0.8% | +15.6% |
| 5Y | +158.8% | +34.7% | +124.0% | +108.8% |
| All | +557.2% | +299.1% | +258.1% | +274.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN 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 VRSN 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