+2.7%
DHI vs VT
+11.9%
-9.2%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.3% | +1.1% | +1.0% |
| 7D | -4.1% | +2.4% | -6.4% | -6.1% |
| 30D | +9.3% | -1.5% | +10.8% | +10.4% |
| 3M | -2.6% | -4.1% | +1.6% | +1.3% |
| 6M | +4.1% | +0.6% | +3.5% | +3.0% |
| YTD | +2.3% | +11.0% | -8.7% | -11.2% |
| 1Y | +2.7% | +13.3% | -10.6% | -14.1% |
| All | +2.7% | +11.9% | -9.2% | -14.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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