+1.5%
VG vs DHI
+2.9%
-1.4%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.8% | -1.7% | -0.1% |
| 7D | +14.0% | -4.1% | +18.1% | +9.6% |
| 30D | -1.0% | +9.3% | -10.3% | +11.4% |
| 3M | -2.7% | -2.6% | -0.1% | -4.3% |
| 6M | +1.5% | +4.1% | -2.6% | +14.6% |
| All | +1.5% | +2.9% | -1.4% | +14.6% |
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 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