+157.3%
PHM vs VRSN
+30.8%
+126.5%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.7% | -2.6% | -1.7% |
| 7D | -3.9% | -1.0% | -2.8% | -3.4% |
| 30D | -8.6% | -1.9% | -6.7% | -7.9% |
| 3M | -2.9% | +1.4% | -4.3% | -4.1% |
| 6M | -5.7% | +19.0% | -24.8% | -14.7% |
| YTD | +1.9% | +19.2% | -17.4% | -8.5% |
| 1Y | -12.3% | +1.7% | -14.0% | -14.4% |
| 3Y | +50.8% | +41.4% | +9.3% | +17.3% |
| 5Y | +157.3% | +31.7% | +125.6% | +108.2% |
| All | +157.3% | +30.8% | +126.5% | +108.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling