+1,149.8%
DHT vs VT
+231.8%
+918.0%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.8% | +1.7% | -9.5% | -8.9% |
| 7D | -9.9% | -0.3% | -9.5% | -9.8% |
| 30D | -7.4% | -1.4% | -6.0% | -6.7% |
| 3M | +29.7% | -1.4% | +31.1% | +30.5% |
| 6M | +31.1% | +5.5% | +25.6% | +26.0% |
| YTD | +104.6% | +12.8% | +91.8% | +88.0% |
| 1Y | +94.3% | +15.4% | +78.9% | +75.6% |
| 3Y | +153.9% | +76.9% | +77.0% | +71.0% |
| 5Y | +406.8% | +60.4% | +346.4% | +262.3% |
| 10Y | +1,149.8% | +232.8% | +917.1% | +487.9% |
| All | +1,149.8% | +231.8% | +918.0% | +487.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling