+9.8%
DHI vs VTRS
+88.0%
-78.2%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.3% | +1.7% | +0.8% |
| 7D | +7.6% | -1.2% | +8.8% | +7.9% |
| 30D | +15.3% | +8.2% | +7.1% | +12.6% |
| 3M | +4.4% | +8.3% | -3.9% | +1.7% |
| 6M | +8.3% | +24.1% | -15.8% | +1.5% |
| YTD | +10.4% | +56.0% | -45.5% | -4.4% |
| 1Y | +9.8% | +82.7% | -72.9% | -8.9% |
| All | +9.8% | +88.0% | -78.2% | -8.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS 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 1y: compounded portfolio wealth divided by compounded VTRS 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…
1y analysis · Full analysis span regression · 6 months rolling