+124.8%
VGT vs DHI
+21.1%
+103.7%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.7% | -0.5% | +1.0% |
| 7D | -0.2% | -3.4% | +3.2% | +0.3% |
| 30D | -0.4% | -5.4% | +5.0% | +0.3% |
| 3M | +4.4% | -10.4% | +14.9% | +5.8% |
| 6M | +32.1% | -2.8% | +34.8% | +31.9% |
| YTD | +28.8% | -3.4% | +32.2% | +28.3% |
| 1Y | +35.3% | -22.9% | +58.3% | +39.2% |
| 3Y | +124.8% | +20.7% | +104.1% | +101.2% |
| All | +124.8% | +21.1% | +103.7% | +101.2% |
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