+59.6%
DHI vs VT
+66.2%
-6.6%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.5% | -2.5% | -2.4% |
| 7D | -2.0% | +1.0% | -3.0% | -3.1% |
| 30D | -8.3% | -0.2% | -8.1% | -8.0% |
| 3M | -3.7% | +4.5% | -8.3% | -8.3% |
| 6M | -5.4% | +14.1% | -19.4% | -18.1% |
| YTD | -3.0% | +14.8% | -17.8% | -16.8% |
| 1Y | -23.8% | +21.2% | -45.0% | -38.6% |
| 3Y | +21.8% | +76.6% | -54.8% | -38.0% |
| 5Y | +59.6% | +66.6% | -7.0% | -10.9% |
| All | +59.6% | +66.2% | -6.6% | -10.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling