-22.9%
DHI vs VSH
+119.5%
-142.4%
-26.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +6.1% | -4.4% | +1.1% |
| 7D | -3.4% | +4.8% | -8.2% | -3.8% |
| 30D | -5.4% | -0.7% | -4.7% | -5.5% |
| 3M | -10.4% | -43.1% | +32.6% | -5.0% |
| 6M | -2.8% | +91.8% | -94.6% | -18.7% |
| YTD | -3.4% | +131.6% | -135.0% | -23.8% |
| 1Y | -22.9% | +118.1% | -141.0% | -41.3% |
| All | -22.9% | +119.5% | -142.4% | -41.3% |
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