+19.9%
VGT vs DHI
+9.6%
+10.3%
-14.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +8.1% | -7.9% | -0.2% |
| 7D | -6.5% | +9.8% | -16.3% | -7.0% |
| 30D | -10.6% | +17.8% | -28.4% | -11.7% |
| 3M | -3.7% | +4.7% | -8.4% | -3.9% |
| 6M | +10.4% | +10.0% | +0.3% | +9.4% |
| YTD | +23.1% | +10.0% | +13.1% | +20.3% |
| 1Y | +19.9% | +9.1% | +10.8% | +16.1% |
| All | +19.9% | +9.6% | +10.3% | +16.1% |
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