+2,263.5%
VGT vs DHI
+791.9%
+1,471.6%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.7% | -0.5% | +0.8% |
| 7D | -0.2% | -3.4% | +3.2% | +0.7% |
| 30D | -0.4% | -5.4% | +5.0% | +0.8% |
| 3M | +4.4% | -10.4% | +14.9% | +6.9% |
| 6M | +32.1% | -2.8% | +34.8% | +32.0% |
| YTD | +28.8% | -3.4% | +32.2% | +28.4% |
| 1Y | +35.3% | -22.9% | +58.3% | +41.9% |
| 3Y | +124.8% | +20.7% | +104.1% | +104.3% |
| 5Y | +137.9% | +62.1% | +75.8% | +98.0% |
| 10Y | +814.2% | +410.4% | +403.8% | +456.4% |
| All | +2,263.5% | +791.9% | +1,471.6% | +824.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling