+1,164.9%
VST vs DHI
+494.1%
+670.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.8% | -1.9% | -1.3% |
| 7D | +6.6% | -4.1% | +10.7% | +7.6% |
| 30D | -12.4% | +9.3% | -21.7% | -15.1% |
| 3M | -9.0% | -2.6% | -6.4% | -9.3% |
| 6M | -6.4% | +4.1% | -10.5% | -8.7% |
| YTD | -17.2% | +2.3% | -19.5% | -19.0% |
| 1Y | -22.0% | +2.7% | -24.8% | -24.1% |
| 3Y | +296.7% | +23.2% | +273.5% | +251.2% |
| 5Y | +637.6% | +57.3% | +580.3% | +486.5% |
| All | +1,164.9% | +494.1% | +670.8% | +551.7% |
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 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