+608.4%
VST vs DHI
+57.0%
+551.4%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.8% | -1.9% | -1.2% |
| 7D | +6.6% | -4.1% | +10.7% | +7.2% |
| 30D | -12.4% | +9.3% | -21.7% | -14.3% |
| 3M | -9.0% | -2.6% | -6.4% | -9.2% |
| 6M | -6.4% | +4.1% | -10.5% | -8.0% |
| YTD | -17.2% | +2.3% | -19.5% | -18.4% |
| 1Y | -22.0% | +2.7% | -24.8% | -23.3% |
| 3Y | +296.7% | +23.2% | +273.5% | +259.7% |
| All | +608.4% | +57.0% | +551.4% | +467.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling