+651.8%
DHI vs VNQ
+386.3%
+265.5%
-88.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.7% | +1.0% | +1.1% |
| 7D | -3.4% | -1.3% | -2.1% | -2.3% |
| 30D | -5.4% | -2.6% | -2.9% | -3.1% |
| 3M | -10.4% | -2.0% | -8.4% | -8.7% |
| 6M | -2.8% | +4.3% | -7.1% | -6.2% |
| YTD | -3.4% | +9.2% | -12.6% | -10.7% |
| 1Y | -22.9% | +5.6% | -28.5% | -26.3% |
| 3Y | +20.7% | +30.8% | -10.2% | -4.4% |
| 5Y | +62.1% | +8.0% | +54.2% | +53.3% |
| 10Y | +410.4% | +63.7% | +346.7% | +229.8% |
| All | +651.8% | +386.3% | +265.5% | +74.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling