+95.0%
VCIT vs DHI
+1,554.6%
-1,459.6%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.8% | -0.9% | -0.2% |
| 7D | -1.4% | -4.1% | +2.7% | -1.3% |
| 30D | +0.6% | +9.3% | -8.7% | +0.2% |
| 3M | -2.2% | -2.6% | +0.3% | -2.2% |
| 6M | -2.3% | +4.1% | -6.4% | -2.6% |
| YTD | -2.2% | +2.3% | -4.5% | -2.5% |
| 1Y | -1.4% | +2.7% | -4.1% | -1.7% |
| 3Y | +18.7% | +23.2% | -4.4% | +17.1% |
| 5Y | +3.6% | +57.3% | -53.7% | +0.8% |
| 10Y | +30.4% | +497.8% | -467.4% | +24.4% |
| All | +95.0% | +1,554.6% | -1,459.6% | +88.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling