+362.2%
VST vs DHI
+22.0%
+340.2%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.3% | -0.7% | -0.5% |
| 7D | +5.3% | -2.3% | +7.7% | +5.6% |
| 30D | +5.8% | -5.3% | +11.0% | +6.5% |
| 3M | +3.5% | -7.8% | +11.2% | +4.5% |
| 6M | -7.4% | -5.4% | -2.0% | -7.2% |
| YTD | -6.1% | -2.7% | -3.4% | -6.0% |
| 1Y | -21.6% | -21.0% | -0.7% | -19.9% |
| All | +362.2% | +22.0% | +340.2% | +301.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling