+63.2%
DHI vs VNQ
+7.0%
+56.2%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.7% | +1.0% | +1.0% |
| 7D | -3.4% | -1.3% | -2.1% | -2.1% |
| 30D | -5.4% | -2.6% | -2.9% | -2.8% |
| 3M | -10.4% | -2.0% | -8.4% | -8.5% |
| 6M | -2.8% | +4.3% | -7.1% | -6.8% |
| YTD | -3.4% | +9.2% | -12.6% | -11.7% |
| 1Y | -22.9% | +5.6% | -28.5% | -26.9% |
| 3Y | +20.7% | +30.8% | -10.2% | -7.5% |
| All | +63.2% | +7.0% | +56.2% | +58.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 VNQ 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