+80.6%
VTV vs PHM
+156.2%
-75.5%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.6% | -0.9% | +0.4% |
| 7D | -1.1% | -5.0% | +3.9% | 0.0% |
| 30D | -1.0% | -8.4% | +7.4% | +0.9% |
| 3M | +4.6% | -4.4% | +9.1% | +5.3% |
| 6M | +13.5% | -3.7% | +17.2% | +13.8% |
| YTD | +18.5% | +1.3% | +17.2% | +17.1% |
| 1Y | +22.9% | -14.0% | +36.9% | +25.8% |
| 3Y | +67.8% | +48.1% | +19.7% | +46.7% |
| All | +80.6% | +156.2% | -75.5% | +30.0% |
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