+5,164,090.9%
DHY vs VT
+223.7%
+5,163,867.2%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.6% | -1.4% | -0.7% |
| 7D | +2.2% | +0.4% | +1.8% | +1.8% |
| 30D | +5.7% | -2.6% | +8.3% | +7.7% |
| 3M | +0.5% | -3.2% | +3.8% | +2.9% |
| 6M | +0.1% | +0.9% | -0.8% | -1.1% |
| YTD | +829.4% | +11.3% | +818.1% | +754.2% |
| 1Y | +962.9% | +14.0% | +948.9% | +863.4% |
| 3Y | +7,063.4% | +75.8% | +6,987.6% | +4,949.2% |
| 5Y | +40,697.8% | +57.8% | +40,639.9% | +30,280.7% |
| 10Y | +5,164,090.9% | +219.8% | +5,163,871.1% | +2,553,650.6% |
| All | +5,164,090.9% | +223.7% | +5,163,867.2% | +2,553,650.6% |
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