+63.2%
DHI vs VEU
+55.0%
+8.3%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.0% | +0.7% | +0.7% |
| 7D | -3.4% | -1.4% | -2.0% | -2.0% |
| 30D | -5.4% | -0.4% | -5.0% | -5.0% |
| 3M | -10.4% | +2.5% | -13.0% | -12.8% |
| 6M | -2.8% | +11.1% | -13.9% | -12.9% |
| YTD | -3.4% | +16.5% | -19.9% | -17.9% |
| 1Y | -22.9% | +22.9% | -45.8% | -38.1% |
| 3Y | +20.7% | +73.4% | -52.7% | -33.4% |
| All | +63.2% | +55.0% | +8.3% | +1.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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