+2,486.9%
VRT vs DHI
+246.2%
+2,240.7%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +1.7% | +1.9% | +2.9% |
| 7D | -8.4% | -3.4% | -5.0% | -7.1% |
| 30D | -10.9% | -5.4% | -5.4% | -9.1% |
| 3M | -13.7% | -10.4% | -3.2% | -10.5% |
| 6M | -4.1% | -2.8% | -1.4% | -4.2% |
| YTD | +58.7% | -3.4% | +62.2% | +57.7% |
| 1Y | +89.6% | -22.9% | +112.5% | +105.1% |
| 3Y | +558.1% | +20.7% | +537.5% | +436.1% |
| 5Y | +953.0% | +62.1% | +890.8% | +623.9% |
| All | +2,486.9% | +246.2% | +2,240.7% | +1,048.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling