+9.4%
VG vs DHI
+0.3%
+9.1%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -1.5% | +7.0% | +4.0% |
| 7D | +5.5% | -6.1% | +11.6% | -0.8% |
| 30D | -3.6% | +9.8% | -13.4% | +8.9% |
| 3M | -4.0% | -2.2% | -1.8% | -5.4% |
| 6M | +9.4% | +2.0% | +7.3% | +21.0% |
| All | +9.4% | +0.3% | +9.1% | +21.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling