+557.2%
PHM vs VSAT
+3.3%
+553.9%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.2% | +1.4% | +1.6% |
| 7D | -5.0% | -1.3% | -3.6% | -4.8% |
| 30D | -8.4% | -14.8% | +6.4% | -6.2% |
| 3M | -4.4% | +2.2% | -6.6% | -6.5% |
| 6M | -3.7% | +60.2% | -63.9% | -14.3% |
| YTD | +1.3% | +115.6% | -114.4% | -15.7% |
| 1Y | -14.0% | +132.9% | -146.9% | -30.5% |
| 3Y | +48.1% | +216.1% | -168.0% | -2.0% |
| 5Y | +158.8% | +52.9% | +105.8% | +89.5% |
| All | +557.2% | +3.3% | +553.9% | +362.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VSAT.
Daily Out/Under-Performance
Portfolio return minus VSAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSAT 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 VSAT 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