+21.8%
DHI vs VT
+76.6%
-54.8%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.5% | -2.5% | -2.5% |
| 7D | -2.0% | +1.0% | -3.0% | -2.9% |
| 30D | -8.3% | -0.2% | -8.1% | -8.1% |
| 3M | -3.7% | +4.5% | -8.3% | -7.5% |
| 6M | -5.4% | +14.1% | -19.4% | -16.2% |
| YTD | -3.0% | +14.8% | -17.8% | -14.8% |
| 1Y | -23.8% | +21.2% | -45.0% | -36.5% |
| 3Y | +21.8% | +76.6% | -54.8% | -38.4% |
| All | +21.8% | +76.6% | -54.8% | -38.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling