+174.3%
PHM vs VT
+57.4%
+117.0%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +2.6% | 0.0% | -0.5% |
| 7D | +3.5% | +0.4% | +3.1% | +2.9% |
| 30D | +21.2% | -2.6% | +23.8% | +24.7% |
| 3M | +2.5% | -3.2% | +5.7% | +6.3% |
| 6M | +16.1% | +0.9% | +15.1% | +14.2% |
| YTD | +16.6% | +11.3% | +5.3% | +1.7% |
| 1Y | +14.4% | +14.0% | +0.4% | -3.1% |
| 3Y | +71.9% | +75.8% | -4.0% | -17.4% |
| 5Y | +174.3% | +57.8% | +116.5% | +56.8% |
| All | +174.3% | +57.4% | +117.0% | +56.8% |
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