+404.6%
DHI vs VYM
+209.2%
+195.4%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.7% | +1.0% | +1.0% |
| 7D | -3.4% | -0.8% | -2.6% | -2.5% |
| 30D | -5.4% | -2.2% | -3.2% | -2.9% |
| 3M | -10.4% | +3.1% | -13.5% | -13.3% |
| 6M | -2.8% | +9.7% | -12.5% | -11.9% |
| YTD | -3.4% | +14.9% | -18.3% | -16.8% |
| 1Y | -22.9% | +17.6% | -40.5% | -35.1% |
| 3Y | +20.7% | +65.3% | -44.6% | -30.3% |
| 5Y | +62.1% | +78.7% | -16.6% | -12.7% |
| All | +404.6% | +209.2% | +195.4% | +55.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 VYM 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