-34.8%
VG vs DHI
-4.6%
-30.2%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -2.4% | +3.8% | +0.5% |
| 7D | +7.0% | -6.1% | +13.2% | +4.8% |
| 30D | +17.2% | -10.1% | +27.3% | +13.5% |
| 3M | +16.8% | -7.3% | +24.1% | +15.0% |
| 6M | +36.3% | -6.1% | +42.5% | +36.4% |
| YTD | +127.9% | -5.0% | +132.9% | +125.9% |
| 1Y | +11.7% | -22.1% | +33.8% | +12.1% |
| All | -34.8% | -4.6% | -30.2% | -38.6% |
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 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