+44.4%
DHI vs VLTO
+56.4%
-12.0%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.6% | +0.1% | +0.4% |
| 7D | -4.1% | +1.0% | -5.1% | -4.6% |
| 30D | +9.3% | +17.5% | -8.2% | +0.9% |
| 3M | -2.6% | +21.4% | -24.0% | -11.4% |
| 6M | +4.1% | +38.1% | -34.0% | -11.1% |
| YTD | +2.3% | +19.0% | -16.7% | -6.5% |
| 1Y | +2.7% | +20.7% | -17.9% | -6.8% |
| 3Y | +23.2% | +64.3% | -41.1% | +2.6% |
| All | +44.4% | +56.4% | -12.0% | +19.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling