+25.2%
VZ vs PHM
+16.2%
+9.0%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +7.2% | -5.1% | +1.1% |
| 7D | +6.9% | +13.6% | -6.7% | +5.1% |
| 30D | +2.3% | +19.3% | -17.0% | -0.1% |
| 3M | 0.0% | +3.5% | -3.5% | -1.0% |
| 6M | +0.2% | +18.6% | -18.3% | -1.8% |
| YTD | +20.9% | +16.7% | +4.2% | +18.3% |
| 1Y | +25.2% | +14.6% | +10.6% | +22.4% |
| All | +25.2% | +16.2% | +9.0% | +22.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling