+51.8%
VG vs DHI
+9.6%
+42.2%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.7% | +8.1% | -15.8% | -1.3% |
| 7D | -16.4% | +9.8% | -26.2% | -9.0% |
| 30D | -10.8% | +17.8% | -28.6% | +2.9% |
| 3M | -6.3% | +4.7% | -11.0% | -0.1% |
| 6M | -12.5% | +10.0% | -22.5% | -0.8% |
| YTD | +76.9% | +10.0% | +66.9% | +100.2% |
| 1Y | +51.8% | +9.1% | +42.7% | +69.3% |
| All | +51.8% | +9.6% | +42.2% | +69.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling