+414.6%
DHT vs VT
+66.2%
+348.4%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | 0.0% | +3.4% | +3.4% |
| 7D | +6.2% | +0.4% | +5.7% | +5.9% |
| 30D | +24.6% | +1.0% | +23.6% | +23.9% |
| 3M | +37.1% | +2.4% | +34.7% | +34.9% |
| 6M | +23.9% | +12.0% | +11.9% | +15.3% |
| YTD | +93.7% | +15.3% | +78.3% | +76.8% |
| 1Y | +92.7% | +22.6% | +70.2% | +69.1% |
| 3Y | +195.9% | +74.7% | +121.2% | +103.4% |
| All | +414.6% | +66.2% | +348.4% | +272.8% |
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