+1,208.7%
VST vs DHI
+412.8%
+795.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.7% | -0.8% | +0.5% |
| 7D | -0.6% | -3.4% | +2.8% | +0.2% |
| 30D | +1.2% | -5.4% | +6.6% | +2.5% |
| 3M | +1.5% | -10.4% | +12.0% | +3.8% |
| 6M | -6.5% | -2.8% | -3.7% | -6.6% |
| YTD | -7.8% | -3.4% | -4.4% | -7.6% |
| 1Y | -26.9% | -22.9% | -4.0% | -23.0% |
| 3Y | +353.9% | +20.7% | +333.2% | +306.5% |
| 5Y | +782.7% | +62.1% | +720.6% | +599.4% |
| All | +1,208.7% | +412.8% | +795.9% | +593.0% |
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