+505.9%
DHI vs VIG
+610.7%
-104.8%
-85.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.5% | -2.0% | -1.7% |
| 7D | -6.1% | -2.2% | -3.9% | -2.8% |
| 30D | -10.1% | -3.2% | -6.9% | -5.4% |
| 3M | -7.3% | +3.0% | -10.4% | -11.1% |
| 6M | -6.1% | +8.1% | -14.3% | -16.0% |
| YTD | -5.0% | +9.1% | -14.1% | -16.2% |
| 1Y | -22.1% | +12.6% | -34.7% | -34.4% |
| 3Y | +19.2% | +55.4% | -36.2% | -39.1% |
| 5Y | +59.4% | +62.8% | -3.4% | -23.3% |
| 10Y | +401.8% | +246.6% | +155.3% | -31.0% |
| All | +505.9% | +610.7% | -104.8% | -70.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling