+58.0%
VZ vs PHM
+59.1%
-1.1%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.0% | +1.9% | +0.1% |
| 7D | +0.9% | -6.1% | +7.0% | +1.6% |
| 30D | +6.9% | +13.7% | -6.8% | +5.5% |
| 3M | +0.6% | -1.5% | +2.2% | +0.6% |
| 6M | +0.3% | +11.3% | -11.0% | -0.9% |
| YTD | +21.9% | +8.9% | +13.0% | +20.5% |
| 1Y | +21.7% | +6.1% | +15.6% | +20.5% |
| All | +58.0% | +59.1% | -1.1% | +55.9% |
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