+47.7%
VMC vs PHM
+152.6%
-104.8%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.9% | -2.3% | -2.9% |
| 7D | -5.3% | -3.9% | -1.5% | -3.8% |
| 30D | -12.3% | -8.6% | -3.7% | -9.0% |
| 3M | -10.3% | -2.9% | -7.3% | -9.2% |
| 6M | -8.6% | -5.7% | -2.9% | -6.7% |
| YTD | -11.9% | +1.9% | -13.7% | -12.8% |
| 1Y | -13.9% | -12.3% | -1.6% | -10.0% |
| 3Y | +18.2% | +50.8% | -32.6% | -4.4% |
| 5Y | +47.7% | +157.3% | -109.5% | -9.9% |
| All | +47.7% | +152.6% | -104.8% | -9.9% |
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