+1,526.6%
DHI vs VT
+357.6%
+1,169.0%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +2.6% | -0.4% | -1.0% |
| 7D | +1.8% | +0.4% | +1.4% | +1.1% |
| 30D | +15.4% | -2.6% | +18.0% | +18.7% |
| 3M | +3.0% | -3.2% | +6.2% | +6.9% |
| 6M | +5.7% | +0.9% | +4.8% | +4.1% |
| YTD | +9.0% | +11.3% | -2.3% | -4.9% |
| 1Y | +8.8% | +14.0% | -5.2% | -7.8% |
| 3Y | +33.0% | +75.8% | -42.8% | -34.6% |
| 5Y | +68.1% | +57.8% | +10.3% | -4.3% |
| 10Y | +532.1% | +219.8% | +312.3% | +51.5% |
| All | +1,526.6% | +357.6% | +1,169.0% | +284.1% |
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 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