+21.8%
VZ vs PHM
+158.6%
-136.8%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.1% | -0.5% | -0.4% |
| 7D | +1.5% | -4.1% | +5.6% | +2.0% |
| 30D | +4.4% | +16.1% | -11.8% | +2.4% |
| 3M | -2.4% | -2.5% | +0.1% | -2.3% |
| 6M | +1.4% | +12.9% | -11.5% | -0.3% |
| YTD | +21.4% | +9.0% | +12.4% | +19.5% |
| 1Y | +20.3% | +8.2% | +12.1% | +18.4% |
| 3Y | +57.4% | +58.4% | -1.1% | +45.5% |
| All | +21.8% | +158.6% | -136.8% | -0.3% |
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