+19.8%
VCIT vs DHI
+25.0%
-5.2%
-4.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.5% | +1.5% | +0.1% |
| 7D | -0.5% | -6.1% | +5.6% | -0.1% |
| 30D | +1.5% | +9.8% | -8.4% | +0.7% |
| 3M | -1.0% | -2.2% | +1.2% | -0.9% |
| 6M | -1.7% | +2.0% | -3.7% | -2.0% |
| YTD | -1.4% | +3.3% | -4.7% | -2.0% |
| 1Y | -0.9% | +1.5% | -2.5% | -1.5% |
| All | +19.8% | +25.0% | -5.2% | +13.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling