-3.3%
LVS vs DHI
+414.5%
-417.8%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.7% | -1.2% | 0.0% |
| 7D | -3.5% | -3.4% | -0.1% | -2.4% |
| 30D | -6.2% | -5.4% | -0.8% | -4.5% |
| 3M | -14.8% | -10.4% | -4.4% | -12.2% |
| 6M | -20.9% | -2.8% | -18.1% | -21.0% |
| YTD | -33.0% | -3.4% | -29.6% | -33.3% |
| 1Y | -20.0% | -22.9% | +2.9% | -14.6% |
| 3Y | -6.9% | +20.7% | -27.6% | -18.8% |
| 5Y | +9.1% | +62.1% | -53.0% | -17.0% |
| All | -3.3% | +414.5% | -417.8% | -52.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DHI.
Daily Out/Under-Performance
Portfolio return minus DHI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHI 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 DHI 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