+296.7%
VST vs DHI
+23.8%
+272.9%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.8% | -1.9% | -1.2% |
| 7D | +6.6% | -4.1% | +10.7% | +6.9% |
| 30D | -12.4% | +9.3% | -21.7% | -13.7% |
| 3M | -9.0% | -2.6% | -6.4% | -9.0% |
| 6M | -6.4% | +4.1% | -10.5% | -7.5% |
| YTD | -17.2% | +2.3% | -19.5% | -17.9% |
| 1Y | -22.0% | +2.7% | -24.8% | -22.7% |
| 3Y | +296.7% | +23.2% | +273.5% | +263.5% |
| All | +296.7% | +23.8% | +272.9% | +263.5% |
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