+123.4%
VRT vs DHI
-16.9%
+140.3%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -1.1% | +5.5% | +4.5% |
| 7D | +9.1% | -3.1% | +12.3% | +9.4% |
| 30D | +0.9% | -5.5% | +6.4% | +1.5% |
| 3M | -13.4% | -2.2% | -11.2% | -13.3% |
| 6M | +11.7% | -6.0% | +17.6% | +10.7% |
| YTD | +73.2% | 0.0% | +73.2% | +73.3% |
| 1Y | +123.4% | -18.2% | +141.7% | +114.3% |
| All | +123.4% | -16.9% | +140.3% | +114.3% |
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