+12,289.5%
DHI vs VSH
+947.4%
+11,342.1%
-88.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.3% | -1.2% | -2.0% |
| 7D | -6.1% | +2.8% | -8.9% | -6.9% |
| 30D | -10.1% | -6.0% | -4.1% | -8.8% |
| 3M | -7.3% | -42.6% | +35.3% | +5.8% |
| 6M | -6.1% | +82.1% | -88.2% | -26.9% |
| YTD | -5.0% | +117.5% | -122.6% | -30.7% |
| 1Y | -22.1% | +109.0% | -131.1% | -42.9% |
| 3Y | +19.2% | +34.9% | -15.6% | -4.3% |
| 5Y | +59.4% | +65.1% | -5.7% | +19.1% |
| 10Y | +401.8% | +175.9% | +225.9% | +207.2% |
| All | +12,289.5% | +947.4% | +11,342.1% | +3,655.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling