+404.6%
DHI vs VIG
+250.0%
+154.6%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.7% | +1.0% | +0.8% |
| 7D | -3.4% | -1.1% | -2.3% | -2.1% |
| 30D | -5.4% | -2.7% | -2.7% | -2.0% |
| 3M | -10.4% | +2.5% | -13.0% | -13.0% |
| 6M | -2.8% | +9.2% | -12.0% | -12.2% |
| YTD | -3.4% | +9.8% | -13.2% | -13.4% |
| 1Y | -22.9% | +12.4% | -35.3% | -32.7% |
| 3Y | +20.7% | +55.9% | -35.2% | -29.7% |
| 5Y | +62.1% | +63.9% | -1.8% | -9.5% |
| All | +404.6% | +250.0% | +154.6% | +21.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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