+59.4%
VEA vs PHM
+149.8%
-90.4%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.1% | +0.9% | -0.7% |
| 7D | -2.1% | -6.4% | +4.3% | -0.5% |
| 30D | -1.1% | -12.1% | +11.0% | +2.1% |
| 3M | +5.1% | -1.5% | +6.6% | +5.0% |
| 6M | +9.8% | -6.0% | +15.8% | +10.8% |
| YTD | +15.9% | -0.3% | +16.2% | +14.9% |
| 1Y | +24.6% | -13.3% | +37.9% | +27.6% |
| 3Y | +75.5% | +47.6% | +28.0% | +51.5% |
| 5Y | +59.4% | +154.7% | -95.3% | +13.0% |
| All | +59.4% | +149.8% | -90.4% | +13.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling