-0.8%
VCIT vs PHM
+16.2%
-17.0%
-5.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +7.2% | -6.6% | +0.1% |
| 7D | +0.4% | +13.6% | -13.1% | -0.5% |
| 30D | +2.2% | +19.3% | -17.1% | +0.8% |
| 3M | -1.8% | +3.5% | -5.3% | -2.2% |
| 6M | -1.6% | +18.6% | -20.2% | -3.0% |
| YTD | -1.7% | +16.7% | -18.4% | -3.1% |
| 1Y | -0.8% | +14.6% | -15.5% | -2.1% |
| All | -0.8% | +16.2% | -17.0% | -2.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PHM.
Daily Out/Under-Performance
Portfolio return minus PHM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PHM 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 1y: compounded portfolio wealth divided by compounded PHM 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…
1y analysis · Full analysis span regression · 6 months rolling