+2,545.5%
VRT vs DHI
+248.8%
+2,296.7%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | +0.3% | -9.9% | -9.7% |
| 7D | +2.4% | -2.3% | +4.8% | +3.3% |
| 30D | -2.7% | -5.3% | +2.6% | -1.0% |
| 3M | -9.2% | -7.8% | -1.4% | -7.0% |
| 6M | -0.5% | -5.4% | +4.9% | +0.4% |
| YTD | +62.3% | -2.7% | +65.0% | +60.7% |
| 1Y | +109.6% | -21.0% | +130.5% | +124.0% |
| 3Y | +573.1% | +22.2% | +550.9% | +445.0% |
| 5Y | +953.6% | +62.2% | +891.5% | +623.9% |
| All | +2,545.5% | +248.8% | +2,296.7% | +1,070.1% |
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 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