+59.9%
VEA vs DHI
+61.2%
-1.3%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.7% | -0.6% | +0.7% |
| 7D | -1.5% | -3.4% | +2.0% | -0.7% |
| 30D | -0.8% | -5.4% | +4.6% | +0.3% |
| 3M | +2.5% | -10.4% | +12.9% | +4.6% |
| 6M | +11.1% | -2.8% | +13.9% | +11.2% |
| YTD | +17.2% | -3.4% | +20.6% | +17.0% |
| 1Y | +24.5% | -22.9% | +47.4% | +30.2% |
| 3Y | +75.4% | +20.7% | +54.7% | +59.3% |
| All | +59.9% | +61.2% | -1.3% | +28.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling