+130.8%
VTR vs PHM
+47.0%
+83.8%
-16.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -2.1% | +3.3% | +1.5% |
| 7D | -1.8% | -6.4% | +4.5% | -0.8% |
| 30D | +4.0% | -12.1% | +16.1% | +6.1% |
| 3M | +7.8% | -1.5% | +9.4% | +7.8% |
| 6M | +6.4% | -6.0% | +12.4% | +6.9% |
| YTD | +18.3% | -0.3% | +18.6% | +17.3% |
| 1Y | +33.9% | -13.3% | +47.3% | +36.2% |
| All | +130.8% | +47.0% | +83.8% | +81.6% |
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