+176.2%
PHM vs VT
+53.4%
+122.8%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.2% | -2.2% | -2.2% |
| 7D | +6.2% | -2.3% | +8.5% | +9.1% |
| 30D | +17.9% | -5.0% | +22.9% | +24.8% |
| 3M | +2.5% | -4.9% | +7.4% | +8.5% |
| 6M | +10.8% | -1.5% | +12.3% | +12.2% |
| YTD | +13.7% | +8.5% | +5.2% | +2.2% |
| 1Y | +12.4% | +11.4% | +1.0% | -2.2% |
| 3Y | +65.6% | +70.1% | -4.4% | -17.0% |
| All | +176.2% | +53.4% | +122.8% | +63.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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