+2,889.8%
PHM vs VRSN
+7,122.6%
-4,232.8%
-92.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.5% | -1.5% | -1.9% |
| 7D | -6.1% | +0.1% | -6.2% | -6.2% |
| 30D | +13.7% | +3.6% | +10.2% | +12.8% |
| 3M | -1.5% | +10.8% | -12.3% | -3.8% |
| 6M | +11.3% | +9.9% | +1.3% | +8.5% |
| YTD | +8.9% | +29.8% | -20.9% | +2.2% |
| 1Y | +6.1% | +26.3% | -20.2% | +0.1% |
| 3Y | +57.7% | +53.5% | +4.2% | +41.7% |
| 5Y | +159.0% | +34.8% | +124.2% | +139.6% |
| 10Y | +676.2% | +291.0% | +385.1% | +482.2% |
| All | +2,889.8% | +7,122.6% | -4,232.8% | +1,062.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling