+404.6%
DHI vs VIAV
+419.4%
-14.9%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VIAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +3.6% | -1.9% | +0.9% |
| 7D | -3.4% | +11.2% | -14.6% | -5.9% |
| 30D | -5.4% | -10.1% | +4.7% | -3.8% |
| 3M | -10.4% | -22.9% | +12.4% | -7.2% |
| 6M | -2.8% | +28.8% | -31.5% | -14.5% |
| YTD | -3.4% | +117.5% | -120.9% | -29.4% |
| 1Y | -22.9% | +216.1% | -239.0% | -50.9% |
| 3Y | +20.7% | +292.2% | -271.5% | -32.4% |
| 5Y | +62.1% | +141.0% | -78.8% | +7.7% |
| All | +404.6% | +419.4% | -14.9% | +154.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VIAV.
Daily Out/Under-Performance
Portfolio return minus VIAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIAV 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 10y: compounded portfolio wealth divided by compounded VIAV 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…
10y analysis · Full analysis span regression · 6 months rolling