-51.4%
VG vs PHM
+15.5%
-66.9%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.0% | +2.1% | -0.5% |
| 7D | -22.0% | +6.2% | -28.3% | -20.2% |
| 30D | -11.6% | +17.9% | -29.6% | -6.7% |
| 3M | -14.9% | +2.5% | -17.4% | -13.2% |
| 6M | -3.5% | +10.8% | -14.3% | +0.4% |
| YTD | +70.0% | +13.7% | +56.3% | +74.5% |
| 1Y | +50.0% | +12.4% | +37.6% | +53.8% |
| All | -51.4% | +15.5% | -66.9% | -54.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling