+954.4%
VTI vs PHM
+1,426.0%
-471.6%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.5% | +3.0% | +0.3% |
| 7D | +0.6% | -2.5% | +3.1% | +1.3% |
| 30D | -1.1% | -9.7% | +8.6% | +1.4% |
| 3M | +3.9% | +2.2% | +1.7% | +2.9% |
| 6M | +14.6% | -5.7% | +20.3% | +15.5% |
| YTD | +13.3% | +2.8% | +10.5% | +11.4% |
| 1Y | +19.2% | -14.4% | +33.6% | +22.4% |
| 3Y | +77.4% | +52.2% | +25.2% | +53.6% |
| 5Y | +74.0% | +154.3% | -80.2% | +29.5% |
| 10Y | +294.6% | +545.9% | -251.2% | +119.8% |
| All | +954.4% | +1,426.0% | -471.6% | +214.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling