+5.8%
VEEV vs PHM
+16.2%
-10.4%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +7.2% | -4.7% | +2.2% |
| 7D | -2.3% | +13.6% | -15.8% | -2.7% |
| 30D | +9.6% | +19.3% | -9.7% | +8.8% |
| 3M | +46.6% | +3.5% | +43.1% | +46.1% |
| 6M | +82.5% | +18.6% | +63.9% | +82.0% |
| YTD | +39.2% | +16.7% | +22.4% | +37.8% |
| 1Y | +5.8% | +14.6% | -8.8% | +4.5% |
| All | +5.8% | +16.2% | -10.4% | +4.5% |
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