-18.2%
DHI vs VSH
+118.1%
-136.4%
-27.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +4.4% | -5.6% | -1.6% |
| 7D | -3.1% | +4.1% | -7.2% | -3.5% |
| 30D | -5.5% | -4.2% | -1.3% | -5.2% |
| 3M | -2.2% | -50.0% | +47.8% | +5.4% |
| 6M | -6.0% | +80.2% | -86.1% | -21.2% |
| YTD | 0.0% | +121.1% | -121.1% | -21.3% |
| 1Y | -18.2% | +112.0% | -130.2% | -37.5% |
| All | -18.2% | +118.1% | -136.4% | -37.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 1y: compounded portfolio wealth divided by compounded VSH 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…
1y analysis · Full analysis span regression · 6 months rolling