-0.8%
DHI vs VIK
+225.1%
-225.9%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.2% | +0.5% | +1.4% |
| 7D | -3.4% | -0.9% | -2.5% | -3.2% |
| 30D | -5.4% | -18.4% | +13.0% | -1.2% |
| 3M | -10.4% | -8.8% | -1.7% | -8.9% |
| 6M | -2.8% | +17.1% | -19.9% | -6.7% |
| YTD | -3.4% | +19.0% | -22.5% | -7.9% |
| 1Y | -22.9% | +30.1% | -53.1% | -28.0% |
| All | -0.8% | +225.1% | -225.9% | -25.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VIK.
Daily Out/Under-Performance
Portfolio return minus VIK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIK 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 VIK 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