+3,239.6%
VIAV vs PHM
+3,395.4%
-155.9%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.9% | +2.1% | +1.5% |
| 7D | +13.6% | -3.9% | +17.4% | +15.0% |
| 30D | +5.3% | -8.6% | +13.9% | +8.4% |
| 3M | -15.6% | -2.9% | -12.7% | -16.0% |
| 6M | +34.0% | -5.7% | +39.7% | +34.4% |
| YTD | +119.9% | +1.9% | +118.0% | +113.2% |
| 1Y | +235.2% | -12.3% | +247.5% | +242.5% |
| 3Y | +299.8% | +50.8% | +249.0% | +221.4% |
| 5Y | +140.1% | +157.3% | -17.2% | +51.7% |
| 10Y | +420.3% | +566.5% | -146.2% | +107.7% |
| All | +3,239.6% | +3,395.4% | -155.9% | +312.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling