+379.1%
V vs DHI
+414.5%
-35.4%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.7% | -0.8% | +0.4% |
| 7D | -1.2% | -3.4% | +2.2% | -0.3% |
| 30D | +3.1% | -5.4% | +8.5% | +4.5% |
| 3M | +16.3% | -10.4% | +26.8% | +19.3% |
| 6M | +20.4% | -2.8% | +23.1% | +20.0% |
| YTD | +6.3% | -3.4% | +9.7% | +5.6% |
| 1Y | +8.7% | -22.9% | +31.6% | +14.6% |
| 3Y | +53.3% | +20.7% | +32.6% | +35.2% |
| 5Y | +71.1% | +62.1% | +8.9% | +32.1% |
| All | +379.1% | +414.5% | -35.4% | +139.9% |
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