+36.3%
DHI vs VLTO
+24.3%
+12.0%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.7% | +1.0% | +1.4% |
| 7D | -3.4% | -2.3% | -1.1% | -2.3% |
| 30D | -5.4% | -2.7% | -2.8% | -4.1% |
| 3M | -10.4% | +14.0% | -24.5% | -15.7% |
| 6M | -2.8% | +3.3% | -6.1% | -4.4% |
| YTD | -3.4% | -5.4% | +2.0% | -1.2% |
| 1Y | -22.9% | -13.3% | -9.6% | -17.4% |
| All | +36.3% | +24.3% | +12.0% | +26.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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