+12,501.5%
DHI vs VTRS
+314.5%
+12,187.0%
-88.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.8% | +0.9% | +1.5% |
| 7D | -3.4% | -2.2% | -1.2% | -2.8% |
| 30D | -5.4% | +3.3% | -8.8% | -6.3% |
| 3M | -10.4% | +2.0% | -12.4% | -11.0% |
| 6M | -2.8% | +19.9% | -22.7% | -7.5% |
| YTD | -3.4% | +35.7% | -39.1% | -11.2% |
| 1Y | -22.9% | +68.1% | -91.0% | -33.1% |
| 3Y | +20.7% | +87.1% | -66.4% | +0.3% |
| 5Y | +62.1% | +47.6% | +14.5% | +39.8% |
| 10Y | +410.4% | -48.2% | +458.6% | +425.1% |
| All | +12,501.5% | +314.5% | +12,187.0% | +8,910.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling