+46.4%
VTRS vs PHM
+156.2%
-109.8%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.6% | -0.8% | +0.3% |
| 7D | -2.2% | -5.0% | +2.8% | -0.7% |
| 30D | +3.3% | -8.4% | +11.8% | +6.0% |
| 3M | +2.0% | -4.4% | +6.4% | +3.0% |
| 6M | +19.9% | -3.7% | +23.7% | +20.5% |
| YTD | +35.7% | +1.3% | +34.5% | +33.8% |
| 1Y | +68.1% | -14.0% | +82.1% | +73.9% |
| 3Y | +87.1% | +48.1% | +39.0% | +60.3% |
| All | +46.4% | +156.2% | -109.8% | -2.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling