+98.9%
VSH vs PHM
+7.4%
+91.5%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +0.1% | -4.3% | -4.2% |
| 7D | +14.3% | -4.1% | +18.5% | +15.0% |
| 30D | -7.9% | +16.1% | -24.0% | -11.3% |
| 3M | -19.9% | -2.5% | -17.4% | -19.1% |
| 6M | -30.5% | +12.9% | -43.4% | -34.7% |
| YTD | +85.7% | +9.0% | +76.6% | +67.5% |
| 1Y | +98.9% | +8.2% | +90.8% | +80.5% |
| All | +98.9% | +7.4% | +91.5% | +80.5% |
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