+28.2%
VRT vs PHM
+7.3%
+20.9%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.0% | +3.5% | +1.5% |
| 7D | +18.6% | -6.1% | +24.7% | +18.7% |
| 30D | -11.7% | +13.7% | -25.4% | -13.1% |
| 3M | -27.3% | -1.5% | -25.7% | -26.7% |
| 6M | -42.9% | +11.3% | -54.1% | -44.6% |
| YTD | +29.5% | +8.9% | +20.6% | +27.5% |
| All | +28.2% | +7.3% | +20.9% | +26.5% |
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