+990.1%
VZ vs PHM
+11,456.8%
-10,466.7%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.1% | -1.0% | -0.9% |
| 7D | +0.1% | -3.2% | +3.3% | +0.5% |
| 30D | +7.9% | -6.4% | +14.3% | +8.8% |
| 3M | +13.6% | +5.5% | +8.2% | +12.6% |
| 6M | +1.1% | -5.4% | +6.5% | +1.5% |
| YTD | +29.3% | +6.6% | +22.7% | +27.5% |
| 1Y | +21.2% | -8.8% | +30.1% | +22.0% |
| 3Y | +75.9% | +54.1% | +21.8% | +62.5% |
| 5Y | +24.1% | +144.5% | -120.4% | +5.8% |
| 10Y | +62.4% | +569.4% | -507.0% | +15.7% |
| All | +990.1% | +11,456.8% | -10,466.7% | +302.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling