+12,501.5%
DHI vs VICR
+2,022.5%
+10,479.0%
-88.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +11.2% | -9.4% | -0.5% |
| 7D | -3.4% | +5.0% | -8.4% | -4.5% |
| 30D | -5.4% | -12.5% | +7.0% | -3.6% |
| 3M | -10.4% | -33.6% | +23.2% | -5.7% |
| 6M | -2.8% | +10.7% | -13.4% | -10.5% |
| YTD | -3.4% | +80.6% | -84.0% | -21.0% |
| 1Y | -22.9% | +288.4% | -311.3% | -47.6% |
| 3Y | +20.7% | +213.8% | -193.1% | -22.0% |
| 5Y | +62.1% | +58.8% | +3.3% | +9.3% |
| 10Y | +410.4% | +1,671.8% | -1,261.4% | +76.7% |
| All | +12,501.5% | +2,022.5% | +10,479.0% | +2,877.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VICR.
Daily Out/Under-Performance
Portfolio return minus VICR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VICR 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 VICR 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