+5,248,424.8%
DHY vs VT
+217.6%
+5,248,207.2%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.4% | +0.3% |
| 7D | +1.9% | -0.1% | +2.0% | +1.9% |
| 30D | +5.6% | -3.1% | +8.7% | +8.0% |
| 3M | -0.7% | -3.5% | +2.8% | +1.8% |
| 6M | +0.1% | +0.5% | -0.4% | -0.8% |
| YTD | +828.9% | +10.8% | +818.1% | +756.7% |
| 1Y | +962.3% | +11.9% | +950.4% | +873.7% |
| 3Y | +7,021.9% | +73.0% | +6,948.9% | +4,972.7% |
| 5Y | +40,513.2% | +58.6% | +40,454.6% | +30,072.1% |
| 10Y | +5,248,424.8% | +219.2% | +5,248,205.7% | +2,628,383.1% |
| All | +5,248,424.8% | +217.6% | +5,248,207.2% | +2,628,383.1% |
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