+426.7%
VRTX vs DHI
+414.5%
+12.2%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.7% | -1.5% | -0.2% |
| 7D | -5.6% | -3.4% | -2.2% | -4.9% |
| 30D | -2.0% | -5.4% | +3.5% | -0.8% |
| 3M | +15.8% | -10.4% | +26.3% | +18.4% |
| 6M | +4.7% | -2.8% | +7.5% | +4.7% |
| YTD | +13.7% | -3.4% | +17.1% | +13.5% |
| 1Y | +29.7% | -22.9% | +52.6% | +35.9% |
| 3Y | +48.4% | +20.7% | +27.8% | +37.0% |
| 5Y | +173.3% | +62.1% | +111.2% | +128.9% |
| All | +426.7% | +414.5% | +12.2% | +182.4% |
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