+404.6%
DHI vs VSH
+196.4%
+208.2%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +6.1% | -4.4% | -0.3% |
| 7D | -3.4% | +4.8% | -8.2% | -4.9% |
| 30D | -5.4% | -0.7% | -4.7% | -5.7% |
| 3M | -10.4% | -43.1% | +32.6% | +4.4% |
| 6M | -2.8% | +91.8% | -94.6% | -30.6% |
| YTD | -3.4% | +131.6% | -135.0% | -36.9% |
| 1Y | -22.9% | +118.1% | -141.0% | -49.0% |
| 3Y | +20.7% | +40.9% | -20.2% | -9.0% |
| 5Y | +62.1% | +75.8% | -13.6% | +8.0% |
| All | +404.6% | +196.4% | +208.2% | +152.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling