+786.1%
DHI vs VO
+814.4%
-28.3%
-88.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.8% | +1.1% | +1.4% |
| 7D | -2.3% | -0.6% | -1.8% | -1.6% |
| 30D | -5.3% | -1.9% | -3.3% | -2.8% |
| 3M | -7.8% | +3.3% | -11.0% | -11.4% |
| 6M | -5.4% | +9.7% | -15.1% | -15.9% |
| YTD | -2.7% | +12.6% | -15.3% | -16.7% |
| 1Y | -21.0% | +13.6% | -34.6% | -33.0% |
| 3Y | +22.2% | +56.8% | -34.6% | -33.4% |
| 5Y | +62.2% | +42.3% | +19.9% | +0.8% |
| 10Y | +414.3% | +199.2% | +215.1% | +10.9% |
| All | +786.1% | +814.4% | -28.3% | -55.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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