+69.7%
VT vs PHM
+67.6%
+2.0%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.6% | -3.5% | -4.0% |
| 7D | -4.2% | +8.7% | -12.8% | -5.7% |
| 30D | -5.8% | +16.4% | -22.2% | -8.7% |
| 3M | -5.2% | +1.8% | -7.1% | -5.8% |
| 6M | +0.1% | +15.1% | -14.9% | -3.2% |
| YTD | +8.2% | +16.0% | -7.8% | +4.0% |
| 1Y | +10.1% | +14.1% | -4.0% | +6.1% |
| All | +69.7% | +67.6% | +2.0% | +42.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling