-38.0%
VG vs DHI
-2.5%
-35.5%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -3.0% | +5.1% | +1.1% |
| 7D | -2.5% | -2.0% | -0.5% | -3.2% |
| 30D | +11.1% | -8.3% | +19.4% | +8.5% |
| 3M | +14.9% | -3.7% | +18.6% | +14.3% |
| 6M | +18.4% | -5.4% | +23.7% | +19.3% |
| YTD | +116.6% | -3.0% | +119.6% | +116.2% |
| 1Y | +9.4% | -23.8% | +33.2% | +10.6% |
| All | -38.0% | -2.5% | -35.5% | -41.2% |
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