+63.4%
VSH vs PHM
+16.2%
+47.2%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | +7.2% | -12.2% | -5.9% |
| 7D | -13.6% | +13.6% | -27.2% | -15.6% |
| 30D | -30.4% | +19.3% | -49.6% | -32.8% |
| 3M | -33.3% | +3.5% | -36.8% | -33.1% |
| 6M | -15.1% | +18.6% | -33.7% | -20.4% |
| YTD | +80.2% | +16.7% | +63.5% | +60.1% |
| 1Y | +63.4% | +14.6% | +48.7% | +44.9% |
| All | +63.4% | +16.2% | +47.2% | +44.9% |
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 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