+404.6%
DHI vs VTR
+99.2%
+305.4%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.5% | +2.2% | +1.9% |
| 7D | -3.4% | -0.3% | -3.1% | -3.3% |
| 30D | -5.4% | +1.1% | -6.5% | -5.9% |
| 3M | -10.4% | +7.9% | -18.3% | -13.5% |
| 6M | -2.8% | +6.2% | -8.9% | -5.9% |
| YTD | -3.4% | +17.7% | -21.1% | -10.4% |
| 1Y | -22.9% | +32.9% | -55.8% | -32.1% |
| 3Y | +20.7% | +129.7% | -109.0% | -16.5% |
| 5Y | +62.1% | +89.3% | -27.2% | +19.4% |
| All | +404.6% | +99.2% | +305.4% | +220.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VTR.
Daily Out/Under-Performance
Portfolio return minus VTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTR 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 10y: compounded portfolio wealth divided by compounded VTR 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…
10y analysis · Full analysis span regression · 6 months rolling