+1,392.2%
DHI vs VT
+374.2%
+1,018.0%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | 0.0% | -1.1% | -1.1% |
| 7D | -3.1% | +0.4% | -3.6% | -3.6% |
| 30D | -5.5% | +1.0% | -6.4% | -6.5% |
| 3M | -2.2% | +2.4% | -4.6% | -5.1% |
| 6M | -6.0% | +12.0% | -18.0% | -18.1% |
| YTD | 0.0% | +15.3% | -15.3% | -16.1% |
| 1Y | -18.2% | +22.6% | -40.8% | -36.4% |
| 3Y | +22.5% | +74.7% | -52.1% | -38.9% |
| 5Y | +58.4% | +66.1% | -7.8% | -15.0% |
| 10Y | +405.2% | +225.0% | +180.2% | +19.3% |
| All | +1,392.2% | +374.2% | +1,018.0% | +238.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling