+449.8%
DHT vs VT
+57.9%
+391.9%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.2% | +0.2% |
| 7D | -0.9% | -1.6% | +0.7% | +0.1% |
| 30D | +1.0% | -2.5% | +3.5% | +2.5% |
| 3M | +37.7% | -1.3% | +39.0% | +38.5% |
| 6M | +40.1% | +3.1% | +37.0% | +36.9% |
| YTD | +122.0% | +10.9% | +111.0% | +107.1% |
| 1Y | +107.9% | +12.1% | +95.8% | +92.5% |
| 3Y | +175.4% | +73.9% | +101.5% | +89.2% |
| All | +449.8% | +57.9% | +391.9% | +312.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling